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VADDX vs VFIAX
VADDX vs VFIAX Comparison
Open Charts VADDX vs VFIAX
Invesco Equally-Wtd S&P 500 Y
Price$72.41
Change-$2.22 (-2.97%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
VADDX vs VFIAX Comparison Chart
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VADDX vs. VFIAX commentary
Dec 19, 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 VADDX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. VADDX (7.08B). 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 : 27.64 vs. VADDX (9.28). VFIAX return over 5 years is better than : 88.64 vs. VADDX (24.33).
| 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 | 7.969 | 27.303 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.08B | 1.37T | 1% |
| Annual Yield % from dividends | 1.53 | 1.32 | 116% |
| Returns for 1 year | 9.28 | 27.64 | 34% |
| Returns for 3 years | 1.51 | 30.99 | 5% |
| Returns for 5 years | 24.33 | 88.64 | 27% |
| Returns for 10 years | 68.69 | 193.66 | 35% |
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