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VADCX vs VFIAX
VADCX vs VFIAX Comparison
Open Charts VADCX vs VFIAX
Invesco Equally-Wtd S&P 500 C
Price$62.98
Change+$4.66 (+7.99%)
VolumeN/A
Net Assets5.84B
Vanguard 500 Index Admiral
Price$503.56
Change+$43.76 (+9.52%)
VolumeN/A
Net Assets1.32T
VADCX vs VFIAX Comparison Chart
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VADCX vs. VFIAX commentary
Apr 11, 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 VADCX is a Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. VADCX (5.84B). VFIAX pays higher dividends than VADCX: VFIAX (1.35) vs VADCX (0.62). VADCX was incepted earlier than VFIAX: VADCX (28 years) vs VFIAX (24 years). VADCX (1.27) is less costly to investors than VFIAX (0.04). VADCX is a more actively managed with annual turnover of: 22.00 vs. VFIAX (2.00). VADCX has a lower initial minimum investment than VFIAX: VADCX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : -4.34 vs. VADCX (-14.72). VFIAX return over 5 years is better than : 78.64 vs. VADCX (23.33).
| VADCX | VFIAX | VADCX / VFIAX | |
| Total Expense Ratio | 1.27 | 0.04 | 3,175% |
| Annual Report Gross Expense Ratio | 1.27 | 0.04 | 3,175% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -12.564 | -15.273 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.84B | 1.32T | 0% |
| Annual Yield % from dividends | 0.62 | 1.35 | 46% |
| Returns for 1 year | -14.72 | -4.34 | 339% |
| Returns for 3 years | -17.05 | 11.08 | -154% |
| Returns for 5 years | 23.33 | 78.64 | 30% |
| Returns for 10 years | 26.54 | 137.38 | 19% |
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