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VADFX vs VFIAX
VADFX vs VFIAX Comparison
Open Charts VADFX vs VFIAX
Invesco Equally-Wtd S&P 500 R6
Price$83.78
Change+$0.66 (+0.79%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$551.84
Change+$1.93 (+0.35%)
VolumeN/A
CapitalizationN/A
VADFX vs VFIAX Comparison Chart
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VADFX vs. VFIAX commentary
Nov 23, 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 VADFX is a Buy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. VADFX (7.18B). VADFX pays higher dividends than VFIAX: VADFX (1.61) vs VFIAX (1.32). VADFX was incepted earlier than VFIAX: VADFX (12 years) vs VFIAX (24 years). VADFX is a more actively managed with annual turnover of: 20.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than VADFX: VFIAX (3000) vs VADFX (1000000). VFIAX annual gain was more profitable for investors over the last year : 30.58 vs. VADFX (23.84). VFIAX return over 5 years is better than : 91.24 vs. VADFX (36.64).
| VADFX | VFIAX | VADFX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 18.186 | 25.032 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 1.28T | 1% |
| Annual Yield % from dividends | 1.61 | 1.32 | 121% |
| Returns for 1 year | 23.84 | 30.58 | 78% |
| Returns for 3 years | 0.87 | 27.07 | 3% |
| Returns for 5 years | 36.64 | 91.24 | 40% |
| Returns for 10 years | 84.21 | 189.08 | 45% |