VFIAX vs VFINX

Both VFIAX and VFINX are mutual funds. VFIAX has a higher 5-year return than VFINX (9.01% vs 8.9%). VFIAX has a lower expense ratio than VFINX (0.04% vs 0.14%). Below is the comparison between VFIAX and VFINX.

VFIAX VFINX
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Issuer Vanguard Vanguard
Net Assets $319.62B $4.72B
Expense Ratio 0.04% 0.14%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.87% 1.77%
Minimum Investment $10,000.00 $3,000.00
YTD Return -8.68% -8.72%
1-Year Return 3.69% 3.58%
3-Year Return 9.06% 8.95%
5-Year Return 9.01% 8.90%
10-Year Return 12.02% 11.90%

VFIAX description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VFIAX performance & returns

YTD Return -8.68%
1-Month Return 5.17%
3-Month Return -12.30%
1-Year Return 3.69%
3-Year Return 9.06%
5-Year Return 9.01%
10-Year Return 12.02%
VFIAX expense ratio is 0.04%.

VFIAX holdings

Top 10 Holdings (25.14% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.58%
Apple Inc AAPL 4.93%
Amazon.com Inc AMZN 3.77%
Facebook Inc A FB 1.86%
Alphabet Inc Class C GOOG 1.62%
Berkshire Hathaway Inc B BRK.B 1.62%
Alphabet Inc A GOOGL 1.61%
Johnson & Johnson JNJ 1.6%
Visa Inc Class A V 1.28%
Procter & Gamble Co PG 1.27%

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VFINX description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VFINX performance & returns

YTD Return -8.72%
1-Month Return 5.16%
3-Month Return -12.32%
1-Year Return 3.58%
3-Year Return 8.95%
5-Year Return 8.90%
10-Year Return 11.90%
VFINX expense ratio is 0.14%.

VFINX holdings

Top 10 Holdings (25.14% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.58%
Apple Inc AAPL 4.93%
Amazon.com Inc AMZN 3.77%
Facebook Inc A FB 1.86%
Alphabet Inc Class C GOOG 1.62%
Berkshire Hathaway Inc B BRK.B 1.62%
Alphabet Inc A GOOGL 1.61%
Johnson & Johnson JNJ 1.6%
Visa Inc Class A V 1.28%
Procter & Gamble Co PG 1.27%

Other relevant VFINX comparisons

You may also want to check out the following VFINX comparisons that investors often look for on Finny

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

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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