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VADRX vs VFINX
VADRX vs VFINX Comparison
Open Charts VADRX vs VFINX
Invesco Equally-Wtd S&P 500 R
Price$71.23
Change+$0.98 (+1.40%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$548.83
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
VADRX vs VFINX Comparison Chart
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VADRX vs. VFINX commentary
Dec 23, 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 Hold and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. VADRX (6.78B). 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 : 25.40 vs. VADRX (6.04). VFINX return over 5 years is better than : 84.83 vs. VADRX (17.99).
| 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 | 5.160 | 24.763 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 1.37T | 0% |
| Annual Yield % from dividends | 1.12 | 1.24 | 90% |
| Returns for 1 year | 6.04 | 25.40 | 24% |
| Returns for 3 years | -2.95 | 28.04 | -11% |
| Returns for 5 years | 17.99 | 84.83 | 21% |
| Returns for 10 years | 56.96 | 186.19 | 31% |
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