IFPUX
Price
$21.80
Change
+$0.13 (+0.60%)
Updated
Jul 3 closing price
Net Assets
1.56B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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IFPUX vs VTSMX

Header iconIFPUX vs VTSMX Comparison
Open Charts IFPUX vs VTSMXBanner chart's image
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.

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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).
IFPUXVTSMXIFPUX / VTSMX
Total Expense Ratio0.660.14471%
Annual Report Gross Expense Ratio0.660.14471%
Fund Existence14 years33 years-
Gain YTD16.7026.421260%
Front LoadN/AN/A-
Min. Initial Investment30000003000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.56B1.82T0%
Annual Yield % from dividends1.741.12156%
Returns for 1 year14.0413.89101%
Returns for 3 years18.9562.0831%
Returns for 5 years24.7795.5926%
Returns for 10 years62.66198.0532%
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