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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
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 VTPSX is a Hold.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 652B vs. INVYX (2B). VTPSX pays higher dividends than INVYX: VTPSX (2.66) vs INVYX (1.57). 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 (31.16) and VTPSX (30.92) have marching annual gain over last year. INVYX return over 5 years is better than : 50.37 vs. VTPSX (37.54).
| 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 | 11.398 | 15.456 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 652B | 0% |
| Annual Yield % from dividends | 1.57 | 2.66 | 59% |
| Returns for 1 year | 31.16 | 30.92 | 101% |
| Returns for 3 years | 71.23 | 62.37 | 114% |
| Returns for 5 years | 50.37 | 37.54 | 134% |
| Returns for 10 years | 149.35 | 119.37 | 125% |
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