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IUEFX vs VGTSX
IUEFX vs VGTSX Comparison
Open Charts IUEFX vs VGTSX
IUEFX vs VGTSX Comparison Chart in %
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IUEFX vs. VGTSX commentary
Jul 14, 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 IUEFX is a Hold and VGTSX is a Hold.
FUNDAMENTALS
Fundamentals
VGTSX has more cash in the bank: 650B vs. IUEFX (1.62B). VGTSX (2.45) and IUEFX (2.35) have matching dividends . IUEFX was incepted earlier than VGTSX: IUEFX (15 years) vs VGTSX (30 years). IUEFX (0.92) is less costly to investors than VGTSX (0.17). IUEFX is a more actively managed with annual turnover of: 55.00 vs. VGTSX (4.00). IUEFX (0) and VGTSX (0) have matching initial minimum investment requirements. VGTSX annual gain was more profitable for investors over the last year : 24.49 vs. IUEFX (20.29). VGTSX return over 5 years is better than : 35.46 vs. IUEFX (30.99).
| IUEFX | VGTSX | IUEFX / VGTSX | |
| Total Expense Ratio | 0.65 | 0.17 | 382% |
| Annual Report Gross Expense Ratio | 0.92 | 0.17 | 541% |
| Fund Existence | 15 years | 30 years | - |
| Gain YTD | 12.733 | 13.107 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 650B | 0% |
| Annual Yield % from dividends | 2.35 | 2.45 | 96% |
| Returns for 1 year | 20.29 | 24.49 | 83% |
| Returns for 3 years | 48.34 | 52.29 | 92% |
| Returns for 5 years | 30.99 | 35.46 | 87% |
| Returns for 10 years | 128.78 | 101.77 | 127% |
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