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VADDX vs VFIAX
VADDX vs VFIAX Comparison
Open Charts VADDX vs VFIAX
Invesco Equally-Wtd S&P 500 Y
Price$74.85
Change+$0.36 (+0.48%)
VolumeN/A
Net Assets6.88B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
VADDX vs VFIAX Comparison Chart
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VADDX vs. VFIAX commentary
Jan 19, 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 StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. VADDX (6.88B). VADDX pays higher dividends than VFIAX: VADDX (1.53) vs VFIAX (1.32). VADDX was incepted earlier than VFIAX: VADDX (27 years) vs VFIAX (24 years). VADDX is a more actively managed with annual turnover of: 20.00 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 : 25.54 vs. VADDX (10.51). VFIAX return over 5 years is better than : 80.23 vs. VADDX (20.94).
| VADDX | VFIAX | VADDX / 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 | 2.788 | 2.010 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.88B | 1.35T | 1% |
| Annual Yield % from dividends | 1.53 | 1.32 | 116% |
| Returns for 1 year | 10.51 | 25.54 | 41% |
| Returns for 3 years | 0.58 | 31.13 | 2% |
| Returns for 5 years | 20.94 | 80.23 | 26% |
| Returns for 10 years | 73.76 | 196.98 | 37% |