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IUEFX vs VTIAX
IUEFX vs VTIAX Comparison
Open Charts IUEFX vs VTIAX
IUEFX vs VTIAX Comparison Chart in %
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IUEFX vs. VTIAX commentary
Aug 03, 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 Buy and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. IUEFX (1.61B). VTIAX pays higher dividends than IUEFX: VTIAX (2.55) vs IUEFX (2.37). IUEFX was incepted earlier than VTIAX: IUEFX (15 years) vs VTIAX (16 years). IUEFX (0.92) is less costly to investors than VTIAX (0.09). IUEFX is a more actively managed with annual turnover of: 55.00 vs. VTIAX (4.00). IUEFX has a lower initial minimum investment than VTIAX: IUEFX (0) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 24.88 vs. IUEFX (21.24). VTIAX return over 5 years is better than : 36.68 vs. IUEFX (31.37).
| IUEFX | VTIAX | IUEFX / VTIAX | |
| Total Expense Ratio | 0.65 | 0.09 | 722% |
| Annual Report Gross Expense Ratio | 0.92 | 0.09 | 1,022% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 12.699 | 12.511 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 650B | 0% |
| Annual Yield % from dividends | 2.37 | 2.55 | 93% |
| Returns for 1 year | 21.24 | 24.88 | 85% |
| Returns for 3 years | 50.09 | 51.13 | 98% |
| Returns for 5 years | 31.37 | 36.68 | 86% |
| Returns for 10 years | 125.29 | 99.28 | 126% |
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