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VADDX vs VFIAX
VADDX vs VFIAX Comparison
Open Charts VADDX vs VFIAX
Invesco Equally-Wtd S&P 500 Y
Price$67.71
Change+$1.03 (+1.54%)
VolumeN/A
Net Assets6.09B
Vanguard 500 Index Admiral
Price$495.03
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
VADDX vs VFIAX Comparison Chart
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VADDX vs. VFIAX commentary
Apr 12, 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 VADDX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. VADDX (6.09B). VADDX pays higher dividends than VFIAX: VADDX (1.56) vs VFIAX (1.35). VADDX was incepted earlier than VFIAX: VADDX (28 years) vs VFIAX (24 years). VADDX (0.28) is less costly to investors than VFIAX (0.04). VADDX is a more actively managed with annual turnover of: 22.00 vs. VFIAX (2.00). VADDX has a lower initial minimum investment than VFIAX: VADDX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 1.37 vs. VADDX (-7.92). VFIAX return over 5 years is better than : 88.91 vs. VADDX (37.18).
| VADDX | VFIAX | VADDX / VFIAX | |
| Total Expense Ratio | 0.28 | 0.04 | 700% |
| Annual Report Gross Expense Ratio | 0.28 | 0.04 | 700% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -8.432 | -10.405 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 1.32T | 0% |
| Annual Yield % from dividends | 1.56 | 1.35 | 116% |
| Returns for 1 year | -7.92 | 1.37 | -579% |
| Returns for 3 years | -8.35 | 19.88 | -42% |
| Returns for 5 years | 37.18 | 88.91 | 42% |
| Returns for 10 years | 46.77 | 151.75 | 31% |
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