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VELIX vs VFINX
VELIX vs VFINX Comparison
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VELIX vs VFINX Comparison Chart in %
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VELIX vs. VFINX commentary
Aug 23, 2026
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 VELIX is a Buy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.69T vs. VELIX (69.7M). VELIX pays higher dividends than VFINX: VELIX (1.24) vs VFINX (0.97). VELIX was incepted earlier than VFINX: VELIX (6 years) vs VFINX (50 years). VELIX (1.02) is less costly to investors than VFINX (0.14). VELIX is a more actively managed with annual turnover of: 67.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than VELIX: VFINX (0) vs VELIX (2500). VFINX annual gain was more profitable for investors over the last year : 20.50 vs. VELIX (2.72). VFINX return over 5 years is better than : 72.92 vs. VELIX (28.84).
| VELIX | VFINX | VELIX / VFINX | |
| Total Expense Ratio | 1.02 | 0.14 | 729% |
| Annual Report Gross Expense Ratio | 1.02 | 0.14 | 729% |
| Fund Existence | 6 years | 50 years | - |
| Gain YTD | 4.650 | 12.242 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7M | 1.69T | 0% |
| Annual Yield % from dividends | 1.24 | 0.97 | 128% |
| Returns for 1 year | 2.72 | 20.50 | 13% |
| Returns for 3 years | 25.44 | 75.08 | 34% |
| Returns for 5 years | 28.84 | 72.92 | 40% |
| Returns for 10 years | N/A | 251.01 | - |
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