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IFPUX vs VFINX
IFPUX vs VFINX Comparison
Open Charts IFPUX vs VFINX
Independent Franchise Partners US Equity
Price$22.70
Change-$0.18 (-0.79%)
VolumeN/A
Net Assets1.54B
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
IFPUX vs VFINX Comparison Chart in %
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IFPUX vs. VFINX commentary
Nov 14, 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 IFPUX is a Buy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. IFPUX (1.54B). IFPUX pays higher dividends than VFINX: IFPUX (1.68) vs VFINX (1.02). IFPUX was incepted earlier than VFINX: IFPUX (14 years) vs VFINX (49 years). IFPUX (0.66) is less costly to investors than VFINX (0.14). IFPUX is a more actively managed with annual turnover of: 28.77 vs. VFINX (2.00). VFINX has a lower initial minimum investment than IFPUX: VFINX (0) vs IFPUX (3000000). VFINX annual gain was more profitable for investors over the last year : 12.61 vs. IFPUX (2.17). VFINX return over 5 years is better than : 88.05 vs. IFPUX (18.35).
| IFPUX | VFINX | IFPUX / VFINX | |
| Total Expense Ratio | 0.66 | 0.14 | 471% |
| Annual Report Gross Expense Ratio | 0.66 | 0.14 | 471% |
| Fund Existence | 14 years | 49 years | - |
| Gain YTD | 21.520 | 14.710 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 1.46T | 0% |
| Annual Yield % from dividends | 1.68 | 1.02 | 164% |
| Returns for 1 year | 2.17 | 12.61 | 17% |
| Returns for 3 years | 21.32 | 70.37 | 30% |
| Returns for 5 years | 18.35 | 88.05 | 21% |
| Returns for 10 years | 67.12 | 228.28 | 29% |
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