Ad is loading...
Ad is loading...
VADRX vs VFIAX
VADRX vs VFIAX Comparison
Open Charts VADRX vs VFIAX
Invesco Equally-Wtd S&P 500 R
Price$80.46
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$549.91
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
VADRX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VADRX vs. VFIAX commentary
Nov 22, 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 Buy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. VADRX (7.09B). 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 : 30.58 vs. VADRX (22.99). VFIAX return over 5 years is better than : 91.24 vs. VADRX (32.57).
| 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 | 17.546 | 25.032 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.09B | 1.28T | 1% |
| Annual Yield % from dividends | 1.12 | 1.32 | 84% |
| Returns for 1 year | 22.99 | 30.58 | 75% |
| Returns for 3 years | -1.33 | 27.07 | -5% |
| Returns for 5 years | 32.57 | 91.24 | 36% |
| Returns for 10 years | 74.74 | 189.08 | 40% |