Ad is loading...
VADFX vs VFIAX
VADFX vs VFIAX Comparison
Open Charts VADFX vs VFIAX
Invesco Equally-Wtd S&P 500 R6
Price$74.94
Change-$1.08 (-1.42%)
VolumeN/A
Net Assets7.03B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
VADFX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VADFX vs. VFIAX 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 VADFX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. VADFX (7.03B). 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 : 20.33 vs. VADFX (8.61). VFIAX return over 5 years is better than : 83.30 vs. VADFX (24.27).
| 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 | 4.410 | 4.188 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 1.41T | 0% |
| Annual Yield % from dividends | 1.61 | 1.32 | 121% |
| Returns for 1 year | 8.61 | 20.33 | 42% |
| Returns for 3 years | 6.21 | 42.20 | 15% |
| Returns for 5 years | 24.27 | 83.30 | 29% |
| Returns for 10 years | 68.66 | 189.29 | 36% |
View a ticker or compare two or three
VS
VS
Ad is loading...