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VFINX vs VRTTX
VFINX vs VRTTX Comparison
Open Charts VFINX vs VRTTX
Vanguard 500 Index Investor
Price$542.53
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Russell 3000 Index I
Price$503.92
Change-$6.66 (-1.30%)
VolumeN/A
CapitalizationN/A
VFINX vs VRTTX Comparison Chart
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VFINX vs. VRTTX commentary
Nov 18, 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 StrongSell and VRTTX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. VRTTX (4.1B). 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). VRTTX (30.56) and VFINX (30.22) have marching annual gain over last year. VFINX return over 5 years is better than : 88.12 vs. VRTTX (83.80).
| 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 | 23.331 | 22.496 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28T | 4.1B | 31,171% |
| Annual Yield % from dividends | 1.24 | 1.36 | 91% |
| Returns for 1 year | 30.22 | 30.56 | 99% |
| Returns for 3 years | 24.93 | 20.40 | 122% |
| Returns for 5 years | 88.12 | 83.80 | 105% |
| Returns for 10 years | 187.66 | 177.43 | 106% |