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VADDX vs VFINX
VADDX vs VFINX Comparison
Open Charts VADDX vs VFINX
Invesco Equally-Wtd S&P 500 Y
Price$72.41
Change-$2.22 (-2.97%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$543.37
Change-$16.51 (-2.95%)
VolumeN/A
CapitalizationN/A
VADDX vs VFINX Comparison Chart
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VADDX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. VADDX (7.08B). 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 : 27.63 vs. VADDX (9.28). VFINX return over 5 years is better than : 88.65 vs. VADDX (24.33).
| 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 | 7.969 | 27.275 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.08B | 1.37T | 1% |
| Annual Yield % from dividends | 1.53 | 1.24 | 124% |
| Returns for 1 year | 9.28 | 27.63 | 34% |
| Returns for 3 years | 1.51 | 30.99 | 5% |
| Returns for 5 years | 24.33 | 88.65 | 27% |
| Returns for 10 years | 68.69 | 193.62 | 35% |
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