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VADAX vs VFIAX
VADAX vs VFIAX Comparison
Open Charts VADAX vs VFIAX
Invesco Equally-Wtd S&P 500 A
Price$66.72
Change+$0.51 (+0.77%)
VolumeN/A
Net Assets6.15B
Vanguard 500 Index Admiral
Price$487.66
Change+$0.66 (+0.14%)
VolumeN/A
Net Assets1.32T
VADAX vs VFIAX Comparison Chart
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VADAX vs. VFIAX commentary
Apr 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VADAX is a Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. VADAX (6.15B). VFIAX (1.35) and VADAX (1.34) have matching dividends . VADAX was incepted earlier than VFIAX: VADAX (28 years) vs VFIAX (24 years). VADAX (0.53) is less costly to investors than VFIAX (0.04). VADAX is a more actively managed with annual turnover of: 22.00 vs. VFIAX (2.00). VADAX has a lower initial minimum investment than VFIAX: VADAX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 5.09 vs. VADAX (-4.18). VFIAX return over 5 years is better than : 83.58 vs. VADAX (35.60).
| VADAX | VFIAX | VADAX / VFIAX | |
| Total Expense Ratio | 0.53 | 0.04 | 1,325% |
| Annual Report Gross Expense Ratio | 0.53 | 0.04 | 1,325% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -7.502 | -10.261 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 1.32T | 0% |
| Annual Yield % from dividends | 1.34 | 1.35 | 100% |
| Returns for 1 year | -4.18 | 5.09 | -82% |
| Returns for 3 years | -8.44 | 20.21 | -42% |
| Returns for 5 years | 35.60 | 83.58 | 43% |
| Returns for 10 years | 44.75 | 151.59 | 30% |
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