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IFPUX vs VSMPX
IFPUX vs VSMPX Comparison
Open Charts IFPUX vs VSMPX
Independent Franchise Partners US Equity
Price$22.77
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.7B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
IFPUX vs VSMPX Comparison Chart in %
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IFPUX vs. VSMPX commentary
Aug 18, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. IFPUX (1.7B). IFPUX pays higher dividends than VSMPX: IFPUX (1.71) vs VSMPX (1.20). 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). VSMPX annual gain was more profitable for investors over the last year : 16.22 vs. IFPUX (11.77). VSMPX return over 5 years is better than : 85.90 vs. IFPUX (23.84).
| 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 | 21.895 | 9.284 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 100000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 1.91T | 0% |
| Annual Yield % from dividends | 1.71 | 1.20 | 143% |
| Returns for 1 year | 11.77 | 16.22 | 73% |
| Returns for 3 years | 14.55 | 46.86 | 31% |
| Returns for 5 years | 23.84 | 85.90 | 28% |
| Returns for 10 years | 65.32 | 193.56 | 34% |
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