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VADRX vs VFIAX
VADRX vs VFIAX Comparison
Open Charts VADRX vs VFIAX
Invesco Equally-Wtd S&P 500 R
Price$72.68
Change-$1.05 (-1.42%)
VolumeN/A
Net Assets6.93B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
VADRX vs VFIAX Comparison Chart
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VADRX vs. VFIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. VADRX (6.93B). 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 : 18.28 vs. VADRX (4.82). VFIAX return over 5 years is better than : 80.17 vs. VADRX (18.33).
| 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 | 2.540 | 2.414 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93B | 1.41T | 0% |
| Annual Yield % from dividends | 1.12 | 1.32 | 84% |
| Returns for 1 year | 4.82 | 18.28 | 26% |
| Returns for 3 years | 3.07 | 39.78 | 8% |
| Returns for 5 years | 18.33 | 80.17 | 23% |
| Returns for 10 years | 56.75 | 184.37 | 31% |
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