Interact to see
Advertisement
Advertisement
VADAX vs VFINX
VADAX vs VFINX Comparison
Open Charts VADAX vs VFINX
Invesco Equally-Wtd S&P 500 A
Price$78.60
Change-$0.36 (-0.46%)
VolumeN/A
Net Assets6.9B
Vanguard 500 Index Investor
Price$619.94
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
VADAX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VADAX vs. VFINX commentary
Oct 08, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. VADAX (6.9B). VADAX pays higher dividends than VFINX: VADAX (1.23) vs VFINX (1.05). 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 : 18.40 vs. VADAX (2.13). VFINX return over 5 years is better than : 95.79 vs. VADAX (31.49).
| 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 | 10.310 | 14.677 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 1.41T | 0% |
| Annual Yield % from dividends | 1.23 | 1.05 | 117% |
| Returns for 1 year | 2.13 | 18.40 | 12% |
| Returns for 3 years | 29.19 | 85.42 | 34% |
| Returns for 5 years | 31.49 | 95.79 | 33% |
| Returns for 10 years | 81.55 | 235.08 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement