INVYX
Price
$38.20
Change
-$0.21 (-0.55%)
Updated
Jun 22 closing price
Net Assets
2B
VTIAX
Price
$45.29
Change
-$1.40 (-3.00%)
Updated
Jun 23 closing price
Net Assets
652.3B
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INVYX vs VTIAX

INVYX vs VTIAX Comparison Chart in %
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INVYX vs. VTIAX commentary
Jun 24, 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 INVYX is a Hold and VTIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 652B vs. INVYX (2B). VTIAX pays higher dividends than INVYX: VTIAX (2.63) vs INVYX (1.57). INVYX was incepted earlier than VTIAX: INVYX (17 years) vs VTIAX (16 years). INVYX (0.88) is less costly to investors than VTIAX (0.09). INVYX is a more actively managed with annual turnover of: 58.00 vs. VTIAX (4.00). VTIAX has a lower initial minimum investment than INVYX: VTIAX (3000) vs INVYX (1000000). INVYX (31.16) and VTIAX (30.89) have marching annual gain over last year. INVYX return over 5 years is better than : 50.37 vs. VTIAX (37.45).
INVYXVTIAXINVYX / VTIAX
Total Expense Ratio0.740.09822%
Annual Report Gross Expense Ratio0.880.09978%
Fund Existence17 years16 years-
Gain YTD11.39815.45374%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2B652B0%
Annual Yield % from dividends1.572.6360%
Returns for 1 year31.1630.89101%
Returns for 3 years71.2362.32114%
Returns for 5 years50.3737.45134%
Returns for 10 years149.35119.11125%
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