VELIX
Price
$17.50
Change
+$0.16 (+0.92%)
Updated
Jul 31 closing price
Net Assets
68.45M
VFINX
Price
$691.61
Change
+$4.85 (+0.71%)
Updated
Jul 31 closing price
Net Assets
1.67T
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VELIX vs VFINX

VELIX vs VFINX Comparison Chart in %
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VELIX vs. VFINX commentary
Aug 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.67T vs. VELIX (68.5M). 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 : 18.18 vs. VELIX (2.86). VFINX return over 5 years is better than : 70.57 vs. VELIX (28.92).
VELIXVFINXVELIX / VFINX
Total Expense Ratio1.020.14729%
Annual Report Gross Expense Ratio1.020.14729%
Fund Existence6 years50 years-
Gain YTD3.0029.45932%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets68.5M1.67T0%
Annual Yield % from dividends1.240.97128%
Returns for 1 year2.8618.1816%
Returns for 3 years19.6463.8631%
Returns for 5 years28.9270.5741%
Returns for 10 yearsN/A247.72-
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