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VADCX vs VFIAX
VADCX vs VFIAX Comparison
Open Charts VADCX vs VFIAX
Invesco Equally-Wtd S&P 500 C
Price$76.32
Change+$0.60 (+0.79%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$551.84
Change+$1.93 (+0.35%)
VolumeN/A
CapitalizationN/A
VADCX vs VFIAX Comparison Chart
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VADCX vs. VFIAX commentary
Nov 23, 2024
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 Buy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. VADCX (7.18B). VFIAX pays higher dividends than VADCX: VFIAX (1.32) vs VADCX (0.67). VADCX was incepted earlier than VFIAX: VADCX (27 years) vs VFIAX (24 years). VADCX is a more actively managed with annual turnover of: 20.00 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 : 31.04 vs. VADCX (23.15). VFIAX return over 5 years is better than : 91.91 vs. VADCX (29.30).
| VADCX | VFIAX | VADCX / 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 | 17.960 | 25.471 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 1.28T | 1% |
| Annual Yield % from dividends | 0.67 | 1.32 | 51% |
| Returns for 1 year | 23.15 | 31.04 | 75% |
| Returns for 3 years | -3.32 | 27.30 | -12% |
| Returns for 5 years | 29.30 | 91.91 | 32% |
| Returns for 10 years | 67.21 | 190.38 | 35% |