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IDIVX vs VIVAX
IDIVX vs VIVAX Comparison
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IDIVX vs VIVAX Comparison Chart in %
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IDIVX vs. VIVAX commentary
Jun 30, 2026
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 IDIVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 245B vs. IDIVX (770M). IDIVX pays higher dividends than VIVAX: IDIVX (2.39) vs VIVAX (1.76). IDIVX was incepted earlier than VIVAX: IDIVX (14 years) vs VIVAX (34 years). IDIVX (1.40) is less costly to investors than VIVAX (0.17). IDIVX is a more actively managed with annual turnover of: 27.86 vs. VIVAX (8.00). VIVAX has a lower initial minimum investment than IDIVX: VIVAX (0) vs IDIVX (1000). IDIVX annual gain was more profitable for investors over the last year : 26.78 vs. VIVAX (23.86). IDIVX return over 5 years is better than : 81.12 vs. VIVAX (59.56).
| IDIVX | VIVAX | IDIVX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.40 | 0.17 | 824% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 17.966 | 14.491 | 124% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 245B | 0% |
| Annual Yield % from dividends | 2.39 | 1.76 | 136% |
| Returns for 1 year | 26.78 | 23.86 | 112% |
| Returns for 3 years | 60.05 | 54.17 | 111% |
| Returns for 5 years | 81.12 | 59.56 | 136% |
| Returns for 10 years | 129.90 | 157.99 | 82% |
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