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VADRX vs VFINX
VADRX vs VFINX Comparison
Open Charts VADRX vs VFINX
Invesco Equally-Wtd S&P 500 R
Price$80.46
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$549.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
VADRX vs VFINX Comparison Chart
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VADRX vs. VFINX 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 VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. VADRX (7.09B). 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 : 30.57 vs. VADRX (22.99). VFINX return over 5 years is better than : 91.24 vs. VADRX (32.57).
| 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 | 17.546 | 25.011 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.09B | 1.28T | 1% |
| Annual Yield % from dividends | 1.12 | 1.24 | 90% |
| Returns for 1 year | 22.99 | 30.57 | 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 | 189.02 | 40% |
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