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IFPUX vs VTSMX
IFPUX vs VTSMX Comparison
Open Charts IFPUX vs VTSMX
Independent Franchise Partners US Equity
Price$21.80
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets1.56B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
IFPUX vs VTSMX Comparison Chart in %
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IFPUX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. IFPUX (1.56B). IFPUX pays higher dividends than VTSMX: IFPUX (1.74) vs VTSMX (1.12). IFPUX was incepted earlier than VTSMX: IFPUX (14 years) vs VTSMX (33 years). IFPUX (0.66) is less costly to investors than VTSMX (0.14). IFPUX is a more actively managed with annual turnover of: 28.77 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than IFPUX: VTSMX (3000) vs IFPUX (3000000). IFPUX (14.04) and VTSMX (13.89) have marching annual gain over last year. VTSMX return over 5 years is better than : 95.59 vs. IFPUX (24.77).
| IFPUX | VTSMX | IFPUX / VTSMX | |
| Total Expense Ratio | 0.66 | 0.14 | 471% |
| Annual Report Gross Expense Ratio | 0.66 | 0.14 | 471% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 16.702 | 6.421 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 1.82T | 0% |
| Annual Yield % from dividends | 1.74 | 1.12 | 156% |
| Returns for 1 year | 14.04 | 13.89 | 101% |
| Returns for 3 years | 18.95 | 62.08 | 31% |
| Returns for 5 years | 24.77 | 95.59 | 26% |
| Returns for 10 years | 62.66 | 198.05 | 32% |
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