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VFINX vs YCGEX
VFINX vs YCGEX Comparison
Open Charts VFINX vs YCGEX
Vanguard 500 Index Investor
Price$525.14
Change+$7.64 (+1.48%)
VolumeN/A
Net Assets1.32T
VFINX vs YCGEX Comparison Chart
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VFINX vs. YCGEX commentary
May 05, 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 YCGEX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. YCGEX (582M). VFINX pays higher dividends than YCGEX: VFINX (1.25) vs YCGEX (0.05). VFINX was incepted earlier than YCGEX: VFINX (49 years) vs YCGEX (12 years). YCGEX (1.19) is less costly to investors than VFINX (0.14). YCGEX is a more actively managed with annual turnover of: 8.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than YCGEX: VFINX (0) vs YCGEX (2500). VFINX annual gain was more profitable for investors over the last year : 12.34 vs. YCGEX (7.50). VFINX return over 5 years is better than : 100.95 vs. YCGEX (74.08).
| VFINX | YCGEX | VFINX / YCGEX | |
| Total Expense Ratio | 0.14 | 1.19 | 12% |
| Annual Report Gross Expense Ratio | 0.14 | 1.19 | 12% |
| Fund Existence | 49 years | 12 years | - |
| Gain YTD | -3.248 | 3.002 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32T | 582M | 227,148% |
| Annual Yield % from dividends | 1.25 | 0.05 | 2,367% |
| Returns for 1 year | 12.34 | 7.50 | 165% |
| Returns for 3 years | 36.28 | 34.88 | 104% |
| Returns for 5 years | 100.95 | 74.08 | 136% |
| Returns for 10 years | 172.59 | 134.77 | 128% |
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