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IDIVX vs VVIAX
IDIVX vs VVIAX Comparison
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IDIVX vs VVIAX Comparison Chart in %
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IDIVX vs. VVIAX commentary
Aug 26, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 256B vs. IDIVX (839M). IDIVX pays higher dividends than VVIAX: IDIVX (2.46) vs VVIAX (1.85). IDIVX was incepted earlier than VVIAX: IDIVX (14 years) vs VVIAX (26 years). IDIVX (1.40) is less costly to investors than VVIAX (0.05). IDIVX is a more actively managed with annual turnover of: 27.86 vs. VVIAX (8.00). IDIVX has a lower initial minimum investment than VVIAX: IDIVX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 23.44 vs. IDIVX (21.64). IDIVX return over 5 years is better than : 80.35 vs. VVIAX (59.86).
| IDIVX | VVIAX | IDIVX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.40 | 0.05 | 2,800% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 20.947 | 18.508 | 113% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 839M | 256B | 0% |
| Annual Yield % from dividends | 2.46 | 1.85 | 133% |
| Returns for 1 year | 21.64 | 23.44 | 92% |
| Returns for 3 years | 66.29 | 59.84 | 111% |
| Returns for 5 years | 80.35 | 59.86 | 134% |
| Returns for 10 years | 135.88 | 159.36 | 85% |
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