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IFUTX vs VVIAX
IFUTX vs VVIAX Comparison
Open Charts IFUTX vs VVIAX
Invesco Dividend Income R6
Price$27.45
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets3.65B
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
IFUTX vs VVIAX Comparison Chart in %
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IFUTX vs. VVIAX commentary
Aug 08, 2025
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 IFUTX is a StrongBuy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. IFUTX (3.65B). VVIAX pays higher dividends than IFUTX: VVIAX (2.18) vs IFUTX (1.60). IFUTX was incepted earlier than VVIAX: IFUTX (13 years) vs VVIAX (25 years). IFUTX (0.60) is less costly to investors than VVIAX (0.05). IFUTX is a more actively managed with annual turnover of: 54.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than IFUTX: VVIAX (3000) vs IFUTX (1000000). VVIAX annual gain was more profitable for investors over the last year : 10.51 vs. IFUTX (8.59). VVIAX return over 5 years is better than : 67.40 vs. IFUTX (40.51).
| IFUTX | VVIAX | IFUTX / VVIAX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.60 | 0.05 | 1,200% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 8.142 | 4.608 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 196B | 2% |
| Annual Yield % from dividends | 1.60 | 2.18 | 74% |
| Returns for 1 year | 8.59 | 10.51 | 82% |
| Returns for 3 years | 18.16 | 28.85 | 63% |
| Returns for 5 years | 40.51 | 67.40 | 60% |
| Returns for 10 years | 52.83 | 109.93 | 48% |
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