Interact to see
Advertisement
Advertisement
IRSPX vs VTIVX
IRSPX vs VTIVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IRSPX vs. VTIVX commentary
Jul 26, 2025
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 IRSPX is a Hold and VTIVX is a Hold.
FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 99B vs. IRSPX (212M). VTIVX pays higher dividends than IRSPX: VTIVX (2.11) vs IRSPX (1.78). IRSPX was incepted earlier than VTIVX: IRSPX (13 years) vs VTIVX (22 years). IRSPX (0.38) is less costly to investors than VTIVX (0.08). IRSPX is a more actively managed with annual turnover of: 45.00 vs. VTIVX (1.00). VTIVX has a lower initial minimum investment than IRSPX: VTIVX (1000) vs IRSPX (250000). IRSPX (15.55) and VTIVX (15.07) have marching annual gain over last year. VTIVX (39.49) and IRSPX (38.36) have equivalent 5 years return.
| IRSPX | VTIVX | IRSPX / VTIVX | |
| Total Expense Ratio | 0.38 | 0.08 | 475% |
| Annual Report Gross Expense Ratio | 0.38 | 0.08 | 475% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 11.293 | 11.527 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 99B | 0% |
| Annual Yield % from dividends | 1.78 | 2.11 | 84% |
| Returns for 1 year | 15.55 | 15.07 | 103% |
| Returns for 3 years | 44.56 | 43.04 | 104% |
| Returns for 5 years | 38.36 | 39.49 | 97% |
| Returns for 10 years | 70.51 | 82.69 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers