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VADRX vs VFIAX
VADRX vs VFIAX Comparison
Open Charts VADRX vs VFIAX
Invesco Equally-Wtd S&P 500 R
Price$67.62
Change-$3.40 (-4.79%)
VolumeN/A
Net Assets6.7B
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
VADRX vs VFIAX Comparison Chart
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VADRX vs. VFIAX commentary
Apr 04, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. VADRX (6.7B). VFIAX pays higher dividends than VADRX: VFIAX (1.35) vs VADRX (1.10). VADRX was incepted earlier than VFIAX: VADRX (17 years) vs VFIAX (24 years). VADRX (0.78) is less costly to investors than VFIAX (0.04). VADRX is a more actively managed with annual turnover of: 22.00 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 : 8.85 vs. VADRX (-1.27). VFIAX return over 5 years is better than : 127.96 vs. VADRX (68.91).
| VADRX | VFIAX | VADRX / VFIAX | |
| Total Expense Ratio | 0.78 | 0.04 | 1,950% |
| Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 0.198 | -3.588 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 1.4T | 0% |
| Annual Yield % from dividends | 1.10 | 1.35 | 82% |
| Returns for 1 year | -1.27 | 8.85 | -14% |
| Returns for 3 years | -3.79 | 23.83 | -16% |
| Returns for 5 years | 68.91 | 127.96 | 54% |
| Returns for 10 years | 54.21 | 173.02 | 31% |
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