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VADRX vs VFIAX
VADRX vs VFIAX Comparison
Open Charts VADRX vs VFIAX
Invesco Equally-Wtd S&P 500 R
Price$71.23
Change+$0.98 (+1.40%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$548.86
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
VADRX vs VFIAX Comparison Chart
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VADRX vs. VFIAX commentary
Dec 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 VADRX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. VADRX (6.78B). VFIAX pays higher dividends than VADRX: VFIAX (1.32) vs VADRX (1.12). VADRX was incepted earlier than VFIAX: VADRX (17 years) vs VFIAX (24 years). VADRX is a more actively managed with annual turnover of: 20.00 vs. VFIAX (2.00). VADRX has a lower initial minimum investment than VFIAX: VADRX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 25.43 vs. VADRX (6.04). VFIAX return over 5 years is better than : 84.86 vs. VADRX (17.99).
| VADRX | VFIAX | VADRX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 5.160 | 24.793 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 1.37T | 0% |
| Annual Yield % from dividends | 1.12 | 1.32 | 84% |
| Returns for 1 year | 6.04 | 25.43 | 24% |
| Returns for 3 years | -2.95 | 28.07 | -10% |
| Returns for 5 years | 17.99 | 84.86 | 21% |
| Returns for 10 years | 56.96 | 186.22 | 31% |
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