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IUCEX vs VTIAX
IUCEX vs VTIAX Comparison
Open Charts IUCEX vs VTIAX
IUCEX vs VTIAX Comparison Chart in %
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IUCEX vs. VTIAX commentary
Sep 05, 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 IUCEX is a StrongBuy and VTIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 666B vs. IUCEX (1.52B). VTIAX pays higher dividends than IUCEX: VTIAX (2.47) vs IUCEX (1.61). IUCEX was incepted earlier than VTIAX: IUCEX (15 years) vs VTIAX (16 years). IUCEX (1.77) is less costly to investors than VTIAX (0.09). IUCEX is a more actively managed with annual turnover of: 55.00 vs. VTIAX (4.00). IUCEX has a lower initial minimum investment than VTIAX: IUCEX (1000) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 24.61 vs. IUCEX (18.92). VTIAX return over 5 years is better than : 37.41 vs. IUCEX (25.65).
| IUCEX | VTIAX | IUCEX / VTIAX | |
| Total Expense Ratio | 1.50 | 0.09 | 1,667% |
| Annual Report Gross Expense Ratio | 1.77 | 0.09 | 1,967% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 14.013 | 16.912 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 666B | 0% |
| Annual Yield % from dividends | 1.61 | 2.47 | 65% |
| Returns for 1 year | 18.92 | 24.61 | 77% |
| Returns for 3 years | 54.80 | 63.21 | 87% |
| Returns for 5 years | 25.65 | 37.41 | 69% |
| Returns for 10 years | 101.77 | 98.26 | 104% |
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