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VFINX vs VRTTX
VFINX vs VRTTX Comparison
Open Charts VFINX vs VRTTX
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Russell 3000 Index I
Price$488.28
Change-$1.24 (-0.25%)
VolumeN/A
CapitalizationN/A
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VFINX vs VRTTX Comparison Chart
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VFINX vs. VRTTX commentary
Sep 21, 2024
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 VFINX is a Buy and VRTTX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. VRTTX (3.95B). VRTTX pays higher dividends than VFINX: VRTTX (1.36) vs VFINX (1.24). VFINX was incepted earlier than VRTTX: VFINX (48 years) vs VRTTX (14 years). VRTTX is a more actively managed with annual turnover of: 11.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than VRTTX: VFINX (0) vs VRTTX (5000000). VFINX (31.71) and VRTTX (31.49) have marching annual gain over last year. VFINX return over 5 years is better than : 90.48 vs. VRTTX (85.01).
| VFINX | VRTTX | VFINX / VRTTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 48 years | 14 years | - |
| Gain YTD | 19.944 | 18.687 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24T | 3.95B | 31,467% |
| Annual Yield % from dividends | 1.24 | 1.36 | 91% |
| Returns for 1 year | 31.71 | 31.49 | 101% |
| Returns for 3 years | 31.00 | 25.73 | 120% |
| Returns for 5 years | 90.48 | 85.01 | 106% |
| Returns for 10 years | 190.35 | 178.95 | 106% |
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