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VADRX vs VFINX
VADRX vs VFINX Comparison
Open Charts VADRX vs VFINX
Invesco Equally-Wtd S&P 500 R
Price$80.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$551.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VADRX vs VFINX Comparison Chart
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VADRX vs. VFINX commentary
Nov 08, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX pays higher dividends than VADRX: VFINX (1.24) vs VADRX (1.12). VADRX was incepted earlier than VFINX: VADRX (17 years) vs VFINX (48 years). VADRX is a more actively managed with annual turnover of: 20.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than VADRX: VFINX (0) vs VADRX (1000). VFINX annual gain was more profitable for investors over the last year : 36.35 vs. VADRX (27.66). VFINX return over 5 years is better than : 93.09 vs. VADRX (32.06).
| VADRX | VFINX | VADRX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 48 years | - |
| Gain YTD | 16.888 | 25.415 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.13B | N/A | - |
| Annual Yield % from dividends | 1.12 | 1.24 | 90% |
| Returns for 1 year | 27.66 | 36.35 | 76% |
| Returns for 3 years | -2.88 | 27.08 | -11% |
| Returns for 5 years | 32.06 | 93.09 | 34% |
| Returns for 10 years | 76.77 | 194.67 | 39% |