VELIX
Price
$16.60
Change
-$0.11 (-0.66%)
Updated
Jun 22 closing price
Net Assets
65.46M
VFINX
Price
$691.40
Change
-$2.54 (-0.37%)
Updated
Jun 22 closing price
Net Assets
1.7T
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VELIX vs VFINX

VELIX vs VFINX Comparison Chart in %
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VELIX vs. VFINX commentary
Jun 24, 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 Hold and VFINX is a Hold.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.7T vs. VELIX (65.5M). VELIX pays higher dividends than VFINX: VELIX (1.27) vs VFINX (0.93). 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 : 25.71 vs. VELIX (1.15). VFINX return over 5 years is better than : 76.97 vs. VELIX (24.92).
VELIXVFINXVELIX / VFINX
Total Expense Ratio1.020.14729%
Annual Report Gross Expense Ratio1.020.14729%
Fund Existence6 years50 years-
Gain YTD-1.6489.820-17%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets65.5M1.7T0%
Annual Yield % from dividends1.270.93137%
Returns for 1 year1.1525.714%
Returns for 3 years19.4772.5927%
Returns for 5 years24.9276.9732%
Returns for 10 yearsN/A269.90-
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