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VFIAX vs VFIFX
VFIAX vs VFIFX Comparison Chart
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VFIAX vs. VFIFX commentary
May 23, 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 VFIAX is a Buy and VFIFX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. VFIFX (77.9B). VFIFX pays higher dividends than VFIAX: VFIFX (2.18) vs VFIAX (1.36). VFIAX was incepted earlier than VFIFX: VFIAX (25 years) vs VFIFX (19 years). VFIFX (0.08) is less costly to investors than VFIAX (0.04). VFIAX is a more actively managed with annual turnover of: 2.00 vs. VFIFX (1.00). VFIFX has a lower initial minimum investment than VFIAX: VFIFX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 10.16 vs. VFIFX (8.91). VFIAX return over 5 years is better than : 97.64 vs. VFIFX (49.97).
| VFIAX | VFIFX | VFIAX / VFIFX | |
| Total Expense Ratio | 0.04 | 0.08 | 50% |
| Annual Report Gross Expense Ratio | 0.04 | 0.08 | 50% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | -0.456 | 4.414 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34T | 77.9B | 1,714% |
| Annual Yield % from dividends | 1.36 | 2.18 | 62% |
| Returns for 1 year | 10.16 | 8.91 | 114% |
| Returns for 3 years | 47.12 | 32.47 | 145% |
| Returns for 5 years | 97.64 | 49.97 | 195% |
| Returns for 10 years | 175.09 | 75.00 | 233% |
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