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VADRX vs VFIAX
VADRX vs VFIAX Comparison
Open Charts VADRX vs VFIAX
Invesco Equally-Wtd S&P 500 R
Price$73.42
Change-$0.27 (-0.37%)
VolumeN/A
Net Assets6.95B
Vanguard 500 Index Admiral
Price$561.98
Change+$3.44 (+0.62%)
VolumeN/A
Net Assets1.35T
VADRX vs VFIAX Comparison Chart
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VADRX vs. VFIAX commentary
Jan 24, 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 VADRX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. VADRX (6.95B). 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 : 25.22 vs. VADRX (9.14). VFIAX return over 5 years is better than : 84.80 vs. VADRX (20.32).
| 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 | 3.584 | 3.541 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 1.35T | 1% |
| Annual Yield % from dividends | 1.12 | 1.32 | 84% |
| Returns for 1 year | 9.14 | 25.22 | 36% |
| Returns for 3 years | 3.30 | 38.51 | 9% |
| Returns for 5 years | 20.32 | 84.80 | 24% |
| Returns for 10 years | 64.73 | 197.09 | 33% |
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