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VADRX vs VFINX
VADRX vs VFINX Comparison
Open Charts VADRX vs VFINX
Invesco Equally-Wtd S&P 500 R
Price$67.62
Change-$3.40 (-4.79%)
VolumeN/A
Net Assets6.7B
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
VADRX vs VFINX Comparison Chart
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VADRX vs. VFINX commentary
Apr 04, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. VADRX (6.7B). VFINX pays higher dividends than VADRX: VFINX (1.24) vs VADRX (1.10). VADRX was incepted earlier than VFINX: VADRX (17 years) vs VFINX (49 years). VADRX (0.78) is less costly to investors than VFINX (0.14). VADRX is a more actively managed with annual turnover of: 22.00 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 : 8.85 vs. VADRX (-1.27). VFINX return over 5 years is better than : 127.97 vs. VADRX (68.91).
| VADRX | VFINX | VADRX / VFINX | |
| Total Expense Ratio | 0.78 | 0.14 | 557% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 17 years | 49 years | - |
| Gain YTD | 0.198 | -3.587 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 1.4T | 0% |
| Annual Yield % from dividends | 1.10 | 1.24 | 89% |
| Returns for 1 year | -1.27 | 8.85 | -14% |
| Returns for 3 years | -3.79 | 23.83 | -16% |
| Returns for 5 years | 68.91 | 127.97 | 54% |
| Returns for 10 years | 54.21 | 173.04 | 31% |
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