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VFIAX vs VFORX
VFIAX vs VFORX Comparison Chart in %
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VFIAX vs. VFORX commentary
Jun 27, 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 VFORX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. VFORX (96.2B). VFORX pays higher dividends than VFIAX: VFORX (2.32) vs VFIAX (1.28). VFIAX was incepted earlier than VFORX: VFIAX (25 years) vs VFORX (19 years). VFORX (0.08) is less costly to investors than VFIAX (0.04). VFIAX (2.00) and VFORX (2.00) have comparable annual turnover. VFORX has a lower initial minimum investment than VFIAX: VFORX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 11.24 vs. VFORX (10.35). VFIAX return over 5 years is better than : 103.31 vs. VFORX (30.20).
| VFIAX | VFORX | VFIAX / VFORX | |
| 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 | 3.891 | 7.265 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43T | 96.2B | 1,484% |
| Annual Yield % from dividends | 1.28 | 2.32 | 55% |
| Returns for 1 year | 11.24 | 10.35 | 109% |
| Returns for 3 years | 56.21 | 35.29 | 159% |
| Returns for 5 years | 103.31 | 30.20 | 342% |
| Returns for 10 years | 197.40 | 62.56 | 316% |
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