Interact to see
Advertisement
Advertisement
IFPUX vs VTSMX
IFPUX vs VTSMX Comparison
Open Charts IFPUX vs VTSMX
Independent Franchise Partners US Equity
Price$22.30
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets1.63B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
IFPUX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IFPUX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. IFPUX (1.63B). 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). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. IFPUX (13.56). VTSMX return over 5 years is better than : 93.51 vs. IFPUX (25.55).
| 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 | 19.379 | 8.287 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 1.91T | 0% |
| Annual Yield % from dividends | 1.74 | 1.12 | 156% |
| Returns for 1 year | 13.56 | 17.75 | 76% |
| Returns for 3 years | 19.92 | 60.60 | 33% |
| Returns for 5 years | 25.55 | 93.51 | 27% |
| Returns for 10 years | 62.83 | 200.97 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement