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VADFX vs VFINX
VADFX vs VFINX Comparison
Open Charts VADFX vs VFINX
Invesco Equally-Wtd S&P 500 R6
Price$76.88
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets6.7B
Vanguard 500 Index Investor
Price$581.45
Change+$3.10 (+0.54%)
VolumeN/A
Net Assets1.49T
VADFX vs VFINX Comparison Chart in %
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VADFX vs. VFINX commentary
Jul 18, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. VADFX (6.7B). VADFX pays higher dividends than VFINX: VADFX (1.57) vs VFINX (1.12). VADFX was incepted earlier than VFINX: VADFX (13 years) vs VFINX (49 years). VADFX (0.18) is less costly to investors than VFINX (0.14). VADFX is a more actively managed with annual turnover of: 22.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than VADFX: VFINX (0) vs VADFX (1000000). VFINX annual gain was more profitable for investors over the last year : 12.15 vs. VADFX (0.82). VFINX return over 5 years is better than : 94.41 vs. VADFX (36.71).
| VADFX | VFINX | VADFX / VFINX | |
| Total Expense Ratio | 0.18 | 0.14 | 129% |
| Annual Report Gross Expense Ratio | 0.18 | 0.14 | 129% |
| Fund Existence | 13 years | 49 years | - |
| Gain YTD | 4.862 | 6.563 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 1.49T | 0% |
| Annual Yield % from dividends | 1.57 | 1.12 | 141% |
| Returns for 1 year | 0.82 | 12.15 | 7% |
| Returns for 3 years | 19.36 | 63.64 | 30% |
| Returns for 5 years | 36.71 | 94.41 | 39% |
| Returns for 10 years | 70.94 | 194.73 | 36% |
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