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INVYX vs VTPSX
INVYX vs VTPSX Comparison
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INVYX vs VTPSX Comparison Chart in %
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INVYX vs. VTPSX commentary
Aug 03, 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 VTPSX is a Hold.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 650B vs. INVYX (2.09B). VTPSX pays higher dividends than INVYX: VTPSX (2.59) vs INVYX (1.56). INVYX was incepted earlier than VTPSX: INVYX (17 years) vs VTPSX (16 years). INVYX (0.88) is less costly to investors than VTPSX (0.05). INVYX is a more actively managed with annual turnover of: 58.00 vs. VTPSX (4.00). INVYX has a lower initial minimum investment than VTPSX: INVYX (1000000) vs VTPSX (100000000). INVYX annual gain was more profitable for investors over the last year : 28.95 vs. VTPSX (24.92). INVYX return over 5 years is better than : 52.82 vs. VTPSX (36.77).
| INVYX | VTPSX | INVYX / VTPSX | |
| Total Expense Ratio | 0.74 | 0.05 | 1,480% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 11.688 | 12.513 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 650B | 0% |
| Annual Yield % from dividends | 1.56 | 2.59 | 60% |
| Returns for 1 year | 28.95 | 24.92 | 116% |
| Returns for 3 years | 64.40 | 51.20 | 126% |
| Returns for 5 years | 52.82 | 36.77 | 144% |
| Returns for 10 years | 135.96 | 99.50 | 137% |
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