Ad is loading...
VADAX vs VFINX
VADAX vs VFINX Comparison
Open Charts VADAX vs VFINX
Invesco Equally-Wtd S&P 500 A
Price$66.72
Change+$0.51 (+0.77%)
VolumeN/A
Net Assets6.15B
Vanguard 500 Index Investor
Price$487.72
Change+$0.65 (+0.13%)
VolumeN/A
Net Assets1.32T
VADAX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VADAX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. VADAX (6.15B). VADAX pays higher dividends than VFINX: VADAX (1.34) vs VFINX (1.24). VADAX was incepted earlier than VFINX: VADAX (28 years) vs VFINX (49 years). VADAX (0.53) is less costly to investors than VFINX (0.14). VADAX is a more actively managed with annual turnover of: 22.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than VADAX: VFINX (0) vs VADAX (1000). VFINX annual gain was more profitable for investors over the last year : 5.09 vs. VADAX (-4.18). VFINX return over 5 years is better than : 83.59 vs. VADAX (35.60).
| VADAX | VFINX | VADAX / VFINX | |
| Total Expense Ratio | 0.53 | 0.14 | 379% |
| Annual Report Gross Expense Ratio | 0.53 | 0.14 | 379% |
| Fund Existence | 28 years | 49 years | - |
| Gain YTD | -7.502 | -10.262 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 1.32T | 0% |
| Annual Yield % from dividends | 1.34 | 1.24 | 108% |
| Returns for 1 year | -4.18 | 5.09 | -82% |
| Returns for 3 years | -8.44 | 20.21 | -42% |
| Returns for 5 years | 35.60 | 83.59 | 43% |
| Returns for 10 years | 44.75 | 151.62 | 30% |
View a ticker or compare two or three
VS
VS
Ad is loading...