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VADDX vs VFINX
VADDX vs VFINX Comparison
Open Charts VADDX vs VFINX
Invesco Equally-Wtd S&P 500 Y
Price$67.71
Change+$1.03 (+1.54%)
VolumeN/A
Net Assets6.09B
Vanguard 500 Index Investor
Price$495.11
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
VADDX vs VFINX Comparison Chart
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VADDX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. VADDX (6.09B). VADDX pays higher dividends than VFINX: VADDX (1.56) vs VFINX (1.24). VADDX was incepted earlier than VFINX: VADDX (28 years) vs VFINX (49 years). VADDX (0.28) is less costly to investors than VFINX (0.14). VADDX is a more actively managed with annual turnover of: 22.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than VADDX: VFINX (0) vs VADDX (1000). VFINX annual gain was more profitable for investors over the last year : 1.37 vs. VADDX (-7.92). VFINX return over 5 years is better than : 88.91 vs. VADDX (37.18).
| VADDX | VFINX | VADDX / VFINX | |
| Total Expense Ratio | 0.28 | 0.14 | 200% |
| Annual Report Gross Expense Ratio | 0.28 | 0.14 | 200% |
| Fund Existence | 28 years | 49 years | - |
| Gain YTD | -8.432 | -10.404 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 1.32T | 0% |
| Annual Yield % from dividends | 1.56 | 1.24 | 126% |
| 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 | 151.78 | 31% |
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