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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
Jun 27, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 245B vs. IDIVX (771M). IDIVX pays higher dividends than VVIAX: IDIVX (2.39) vs VVIAX (1.87). 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). IDIVX annual gain was more profitable for investors over the last year : 27.14 vs. VVIAX (24.53). IDIVX return over 5 years is better than : 79.60 vs. VVIAX (58.39).
| 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 | 17.121 | 13.918 | 123% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 245B | 0% |
| Annual Yield % from dividends | 2.39 | 1.87 | 128% |
| Returns for 1 year | 27.14 | 24.53 | 111% |
| Returns for 3 years | 61.90 | 56.62 | 109% |
| Returns for 5 years | 79.60 | 58.39 | 136% |
| Returns for 10 years | 137.82 | 170.20 | 81% |
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