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IRSPX vs VTIVX
IRSPX vs VTIVX Comparison Chart in %
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IRSPX vs. VTIVX commentary
Jul 04, 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 StrongBuy and VTIVX is a Hold.
FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 95B vs. IRSPX (208M). 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 (12.47) and VTIVX (12.00) have marching annual gain over last year. VTIVX (40.91) and IRSPX (40.26) 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 | 9.524 | 9.707 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 95B | 0% |
| Annual Yield % from dividends | 1.78 | 2.11 | 84% |
| Returns for 1 year | 12.47 | 12.00 | 104% |
| Returns for 3 years | 44.92 | 43.14 | 104% |
| Returns for 5 years | 40.26 | 40.91 | 98% |
| Returns for 10 years | 68.71 | 80.46 | 85% |
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