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VADRX vs VFINX
VADRX vs VFINX Comparison
Open Charts VADRX vs VFINX
Invesco Equally-Wtd S&P 500 R
Price$73.42
Change-$0.27 (-0.37%)
VolumeN/A
Net Assets6.95B
Vanguard 500 Index Investor
Price$562.03
Change+$3.44 (+0.62%)
VolumeN/A
Net Assets1.35T
VADRX vs VFINX Comparison Chart
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VADRX vs. VFINX commentary
Jan 24, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. VADRX (6.95B). 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 : 25.21 vs. VADRX (9.14). VFINX return over 5 years is better than : 84.81 vs. VADRX (20.32).
| 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 | 3.584 | 3.535 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 1.35T | 1% |
| Annual Yield % from dividends | 1.12 | 1.24 | 90% |
| Returns for 1 year | 9.14 | 25.21 | 36% |
| Returns for 3 years | 3.30 | 38.51 | 9% |
| Returns for 5 years | 20.32 | 84.81 | 24% |
| Returns for 10 years | 64.73 | 197.13 | 33% |