IPOIX
Price
$28.51
Change
+$0.24 (+0.85%)
Updated
Jun 2 closing price
Net Assets
718.66M
VEMAX
Price
$50.84
Change
+$0.79 (+1.58%)
Updated
Jun 2 closing price
Net Assets
159.87B
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IPOIX vs VEMAX

Header iconIPOIX vs VEMAX Comparison
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IPOIX vs VEMAX Comparison Chart in %
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IPOIX vs. VEMAX commentary
Jun 04, 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 IPOIX is a Buy and VEMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 160B vs. IPOIX (719M). VEMAX pays higher dividends than IPOIX: VEMAX (2.39) vs IPOIX (1.74). IPOIX was incepted earlier than VEMAX: IPOIX (19 years) vs VEMAX (20 years). IPOIX (1.24) is less costly to investors than VEMAX (0.13). IPOIX is a more actively managed with annual turnover of: 28.00 vs. VEMAX (6.00). IPOIX has a lower initial minimum investment than VEMAX: IPOIX (0) vs VEMAX (3000). IPOIX annual gain was more profitable for investors over the last year : 40.46 vs. VEMAX (29.60). VEMAX return over 5 years is better than : 22.89 vs. IPOIX (1.61).
IPOIXVEMAXIPOIX / VEMAX
Total Expense Ratio0.800.13615%
Annual Report Gross Expense Ratio1.240.13954%
Fund Existence19 years20 years-
Gain YTD27.05612.195222%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets719M160B0%
Annual Yield % from dividends1.742.3973%
Returns for 1 year40.4629.60137%
Returns for 3 years70.7359.89118%
Returns for 5 years1.6122.897%
Returns for 10 years127.54108.47118%
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