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VADFX vs VFINX
VADFX vs VFINX Comparison
Open Charts VADFX vs VFINX
Invesco Equally-Wtd S&P 500 R6
Price$72.28
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets6.53B
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
VADFX vs VFINX Comparison Chart
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VADFX vs. VFINX commentary
May 12, 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: 1.34T vs. VADFX (6.53B). VADFX pays higher dividends than VFINX: VADFX (1.68) vs VFINX (1.25). 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 : 8.59 vs. VADFX (-1.11). VFINX return over 5 years is better than : 93.15 vs. VADFX (42.88).
| 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 | -1.013 | -3.683 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 1.34T | 0% |
| Annual Yield % from dividends | 1.68 | 1.25 | 135% |
| Returns for 1 year | -1.11 | 8.59 | -13% |
| Returns for 3 years | 8.05 | 41.54 | 19% |
| Returns for 5 years | 42.88 | 93.15 | 46% |
| Returns for 10 years | 60.47 | 169.87 | 36% |
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