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VVIAX vs PRFDX

Both PRFDX and VVIAX are mutual funds. PRFDX has a lower 5-year return than VVIAX (11.82% vs 12.78%). PRFDX has a higher expense ratio than VVIAX (0.65% vs 0.05%). Below is the comparison between PRFDX and VVIAX.

PRFDX VVIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family T. Rowe Price Vanguard
Net Assets $14.54B $30.19B
Expense Ratio 0.65% 0.05%
Management Style active passive (index-based)
Dividend Yield 1.69% 2.07%
Minimum Investment $2,500.00 $10,000.00
YTD Return 18.10% 17.32%
1-Year Return 0.25% 1.26%
3-Year Return 9.77% 10.34%
5-Year Return 11.82% 12.78%
10-Year Return 11.79% 13.51%

PRFDX description

The Fund seeks a high level of dividend income and long-term capital growth primarily through investments in stocks. The Fund invests at least 80% of its net assets in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued.

PRFDX performance & returns

YTD Return 18.10%
1-Month Return -1.64%
3-Month Return 0.25%
1-Year Return 0.25%
3-Year Return 9.77%
5-Year Return 11.82%
10-Year Return 11.79%
PRFDX expense ratio is 0.65%.

PRFDX holdings

Top 10 Holdings (23.68% of Total Assets)

Name Symbol % Assets
Qualcomm Inc QCOM 3.49%
Southern Co SO 2.80%
United Parcel Service Inc Class B UPS 2.76%
Wells Fargo & Co WFC 2.54%
DuPont de Nemours Inc DD 2.29%
Chubb Ltd CB 2.07%
Philip Morris International Inc PM 2.02%
Morgan Stanley MS 1.91%
Weyerhaeuser Co WY 1.90%
Comcast Corp Class A CMCSA 1.90%

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VVIAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VVIAX performance & returns

YTD Return 17.32%
1-Month Return -2.69%
3-Month Return 1.26%
1-Year Return 1.26%
3-Year Return 10.34%
5-Year Return 12.78%
10-Year Return 13.51%
VVIAX expense ratio is 0.05%.

VVIAX holdings

Top 10 Holdings (22.65% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.25%
Johnson & Johnson JNJ 3.12%
Procter & Gamble Co PG 2.75%
UnitedHealth Group Inc UNH 2.36%
JPMorgan Chase & Co JPM 2.33%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.78%
Intel Corp INTC 1.75%
Comcast Corp Class A CMCSA 1.68%
Merck & Co Inc MRK 1.67%

Other relevant VVIAX comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

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