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VFINX vs VRTTX
VFINX vs VRTTX Comparison
Open Charts VFINX vs VRTTX
Vanguard 500 Index Investor
Price$495.11
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
Vanguard Russell 3000 Index I
Price$455.07
Change+$7.90 (+1.77%)
VolumeN/A
Net Assets4.32B
VFINX vs VRTTX Comparison Chart
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VFINX vs. VRTTX commentary
Apr 12, 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 VFINX is a Hold and VRTTX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. VRTTX (4.32B). VRTTX pays higher dividends than VFINX: VRTTX (1.31) vs VFINX (1.24). VFINX was incepted earlier than VRTTX: VFINX (49 years) vs VRTTX (14 years). VFINX (0.14) is less costly to investors than VRTTX (0.07). VRTTX is a more actively managed with annual turnover of: 9.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than VRTTX: VFINX (0) vs VRTTX (5000000). VFINX annual gain was more profitable for investors over the last year : 1.37 vs. VRTTX (0.37). VFINX (88.91) and VRTTX (85.62) have equivalent 5 years return.
| VFINX | VRTTX | VFINX / VRTTX | |
| Total Expense Ratio | 0.14 | 0.07 | 200% |
| Annual Report Gross Expense Ratio | 0.14 | 0.07 | 200% |
| Fund Existence | 49 years | 14 years | - |
| Gain YTD | -10.404 | -11.027 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32T | 4.32B | 30,581% |
| Annual Yield % from dividends | 1.24 | 1.31 | 95% |
| Returns for 1 year | 1.37 | 0.37 | 369% |
| Returns for 3 years | 19.88 | 17.14 | 116% |
| Returns for 5 years | 88.91 | 85.62 | 104% |
| Returns for 10 years | 151.78 | 137.78 | 110% |