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VADFX vs VFINX
VADFX vs VFINX Comparison
Open Charts VADFX vs VFINX
Invesco Equally-Wtd S&P 500 R6
Price$74.94
Change-$1.08 (-1.42%)
VolumeN/A
Net Assets7.03B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
VADFX vs VFINX Comparison Chart
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VADFX 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 VADFX is a StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. VADFX (7.03B). VADFX pays higher dividends than VFINX: VADFX (1.61) vs VFINX (1.24). VADFX was incepted earlier than VFINX: VADFX (12 years) vs VFINX (49 years). VADFX is a more actively managed with annual turnover of: 20.00 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 : 20.32 vs. VADFX (8.61). VFINX return over 5 years is better than : 83.30 vs. VADFX (24.27).
| VADFX | VFINX | VADFX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 4.410 | 4.174 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 1.41T | 0% |
| Annual Yield % from dividends | 1.61 | 1.24 | 130% |
| Returns for 1 year | 8.61 | 20.32 | 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 | 189.33 | 36% |
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