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VADAX vs VFIAX
VADAX vs VFIAX Comparison
Open Charts VADAX vs VFIAX
Invesco Equally-Wtd S&P 500 A
Price$73.57
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets6.88B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
VADAX vs VFIAX Comparison Chart
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VADAX vs. VFIAX commentary
Jan 19, 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 StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. VADAX (6.88B). VADAX (1.34) and VFIAX (1.32) have matching dividends . VADAX was incepted earlier than VFIAX: VADAX (27 years) vs VFIAX (24 years). VADAX is a more actively managed with annual turnover of: 20.00 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 : 25.54 vs. VADAX (10.12). VFIAX return over 5 years is better than : 80.23 vs. VADAX (19.20).
| VADAX | VFIAX | VADAX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 2.780 | 2.010 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.88B | 1.35T | 1% |
| Annual Yield % from dividends | 1.34 | 1.32 | 101% |
| Returns for 1 year | 10.12 | 25.54 | 40% |
| Returns for 3 years | -0.42 | 31.13 | -1% |
| Returns for 5 years | 19.20 | 80.23 | 24% |
| Returns for 10 years | 69.65 | 196.98 | 35% |