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VADCX vs VFIAX
VADCX vs VFIAX Comparison
Open Charts VADCX vs VFIAX
Invesco Equally-Wtd S&P 500 C
Price$67.67
Change+$0.52 (+0.77%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$557.23
Change+$6.08 (+1.10%)
VolumeN/A
CapitalizationN/A
VADCX vs VFIAX Comparison Chart
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VADCX vs. VFIAX commentary
Dec 25, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. VADCX (6.78B). 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 : 26.15 vs. VADCX (4.92). VFIAX return over 5 years is better than : 86.09 vs. VADCX (13.96).
| 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 | 4.399 | 25.712 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 1.37T | 0% |
| Annual Yield % from dividends | 0.67 | 1.32 | 51% |
| Returns for 1 year | 4.92 | 26.15 | 19% |
| Returns for 3 years | -6.43 | 26.91 | -24% |
| Returns for 5 years | 13.96 | 86.09 | 16% |
| Returns for 10 years | 48.23 | 187.42 | 26% |