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VFINX vs VRTTX
VFINX vs VRTTX Comparison
Open Charts VFINX vs VRTTX
Vanguard 500 Index Investor
Price$540.00
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
Vanguard Russell 3000 Index I
Price$498.23
Change-$8.79 (-1.73%)
VolumeN/A
Net Assets4.11B
VFINX vs VRTTX Comparison Chart
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VFINX vs. VRTTX 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 VFINX is a Buy and VRTTX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. VRTTX (4.11B). VRTTX pays higher dividends than VFINX: VRTTX (1.32) vs VFINX (1.25). VFINX was incepted earlier than VRTTX: VFINX (49 years) vs VRTTX (15 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 (11.66) and VRTTX (11.14) have marching annual gain over last year. VFINX (100.88) and VRTTX (96.63) 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 | 15 years | - |
| Gain YTD | 1.163 | 0.881 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34T | 4.11B | 32,505% |
| Annual Yield % from dividends | 1.25 | 1.32 | 95% |
| Returns for 1 year | 11.66 | 11.14 | 105% |
| Returns for 3 years | 52.32 | 49.84 | 105% |
| Returns for 5 years | 100.88 | 96.63 | 104% |
| Returns for 10 years | 179.61 | 166.05 | 108% |
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