Interact to see
Advertisement
Advertisement
IFPUX vs VSMPX
IFPUX vs VSMPX Comparison
Open Charts IFPUX vs VSMPX
Independent Franchise Partners US Equity
Price$21.80
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets1.56B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
IFPUX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IFPUX vs. VSMPX commentary
Jul 07, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. IFPUX (1.56B). IFPUX pays higher dividends than VSMPX: IFPUX (1.74) vs VSMPX (1.22). IFPUX was incepted earlier than VSMPX: IFPUX (14 years) vs VSMPX (10 years). IFPUX (0.66) is less costly to investors than VSMPX (0.02). IFPUX is a more actively managed with annual turnover of: 28.77 vs. VSMPX (2.00). IFPUX has a lower initial minimum investment than VSMPX: IFPUX (3000000) vs VSMPX (100000000). IFPUX (14.04) and VSMPX (13.90) have marching annual gain over last year. VSMPX return over 5 years is better than : 95.69 vs. IFPUX (24.77).
| IFPUX | VSMPX | IFPUX / VSMPX | |
| Total Expense Ratio | 0.66 | 0.02 | 3,300% |
| Annual Report Gross Expense Ratio | 0.66 | 0.02 | 3,300% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 16.702 | 6.426 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 100000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 1.82T | 0% |
| Annual Yield % from dividends | 1.74 | 1.22 | 142% |
| Returns for 1 year | 14.04 | 13.90 | 101% |
| Returns for 3 years | 18.95 | 62.17 | 30% |
| Returns for 5 years | 24.77 | 95.69 | 26% |
| Returns for 10 years | 62.66 | 189.21 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement