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INVYX vs VTIAX
INVYX vs VTIAX Comparison
Open Charts INVYX vs VTIAX
INVYX vs VTIAX Comparison Chart in %
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INVYX vs. VTIAX commentary
Jul 14, 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 Buy and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. INVYX (2.03B). VTIAX pays higher dividends than INVYX: VTIAX (2.53) vs INVYX (1.60). 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). VTIAX (24.52) and INVYX (24.09) have marching annual gain over last year. INVYX return over 5 years is better than : 50.10 vs. VTIAX (35.57).
| INVYX | VTIAX | INVYX / VTIAX | |
| Total Expense Ratio | 0.74 | 0.09 | 822% |
| Annual Report Gross Expense Ratio | 0.88 | 0.09 | 978% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 10.093 | 13.104 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 650B | 0% |
| Annual Yield % from dividends | 1.60 | 2.53 | 64% |
| Returns for 1 year | 24.09 | 24.52 | 98% |
| Returns for 3 years | 62.05 | 52.37 | 118% |
| Returns for 5 years | 50.10 | 35.57 | 141% |
| Returns for 10 years | 136.54 | 102.13 | 134% |
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