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VADDX vs VFINX
VADDX vs VFINX Comparison
Open Charts VADDX vs VFINX
Invesco Equally-Wtd S&P 500 Y
Price$74.73
Change-$1.07 (-1.41%)
VolumeN/A
Net Assets6.93B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
VADDX vs VFINX Comparison Chart
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VADDX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. VADDX (6.93B). VADDX pays higher dividends than VFINX: VADDX (1.53) vs VFINX (1.24). VADDX was incepted earlier than VFINX: VADDX (28 years) vs VFINX (49 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 : 18.27 vs. VADDX (5.54). VFINX return over 5 years is better than : 80.18 vs. VADDX (21.60).
| VADDX | VFINX | VADDX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 49 years | - |
| Gain YTD | 2.623 | 2.400 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93B | 1.41T | 0% |
| Annual Yield % from dividends | 1.53 | 1.24 | 124% |
| Returns for 1 year | 5.54 | 18.27 | 30% |
| Returns for 3 years | 5.06 | 39.78 | 13% |
| Returns for 5 years | 21.60 | 80.18 | 27% |
| Returns for 10 years | 64.11 | 184.41 | 35% |