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VADDX vs VFIAX
VADDX vs VFIAX Comparison
Open Charts VADDX vs VFIAX
Invesco Equally-Wtd S&P 500 Y
Price$74.73
Change-$1.07 (-1.41%)
VolumeN/A
Net Assets6.93B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
VADDX vs VFIAX Comparison Chart
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VADDX vs. VFIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. VADDX (6.93B). VADDX pays higher dividends than VFIAX: VADDX (1.53) vs VFIAX (1.32). VADDX was incepted earlier than VFIAX: VADDX (28 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 : 18.28 vs. VADDX (5.54). VFIAX return over 5 years is better than : 80.17 vs. VADDX (21.60).
| VADDX | VFIAX | VADDX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 2.623 | 2.414 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93B | 1.41T | 0% |
| Annual Yield % from dividends | 1.53 | 1.32 | 116% |
| Returns for 1 year | 5.54 | 18.28 | 30% |
| Returns for 3 years | 5.06 | 39.78 | 13% |
| Returns for 5 years | 21.60 | 80.17 | 27% |
| Returns for 10 years | 64.11 | 184.37 | 35% |
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