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VADDX vs VFINX
VADDX vs VFINX Comparison
Open Charts VADDX vs VFINX
Invesco Equally-Wtd S&P 500 Y
Price$74.85
Change+$0.36 (+0.48%)
VolumeN/A
Net Assets6.88B
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
VADDX vs VFINX Comparison Chart
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VADDX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. VADDX (6.88B). VADDX pays higher dividends than VFINX: VADDX (1.53) vs VFINX (1.24). VADDX was incepted earlier than VFINX: VADDX (27 years) vs VFINX (48 years). VADDX is a more actively managed with annual turnover of: 20.00 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 : 25.53 vs. VADDX (10.51). VFINX return over 5 years is better than : 80.24 vs. VADDX (20.94).
| VADDX | VFINX | VADDX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 48 years | - |
| Gain YTD | 2.788 | 2.006 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.88B | 1.35T | 1% |
| Annual Yield % from dividends | 1.53 | 1.24 | 124% |
| Returns for 1 year | 10.51 | 25.53 | 41% |
| Returns for 3 years | 0.58 | 31.14 | 2% |
| Returns for 5 years | 20.94 | 80.24 | 26% |
| Returns for 10 years | 73.76 | 197.00 | 37% |
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