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IUERX vs VTPSX
IUERX vs VTPSX Comparison
Open Charts IUERX vs VTPSX
IUERX vs VTPSX Comparison Chart in %
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IUERX vs. VTPSX commentary
Jun 24, 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 IUERX is a StrongBuy and VTPSX is a Hold.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 652B vs. IUERX (1.67B). VTPSX pays higher dividends than IUERX: VTPSX (2.66) vs IUERX (1.87). IUERX was incepted earlier than VTPSX: IUERX (15 years) vs VTPSX (16 years). IUERX (1.50) is less costly to investors than VTPSX (0.05). IUERX is a more actively managed with annual turnover of: 55.00 vs. VTPSX (4.00). IUERX has a lower initial minimum investment than VTPSX: IUERX (0) vs VTPSX (100000000). VTPSX annual gain was more profitable for investors over the last year : 30.92 vs. IUERX (25.24). VTPSX return over 5 years is better than : 37.54 vs. IUERX (31.21).
| IUERX | VTPSX | IUERX / VTPSX | |
| Total Expense Ratio | 1.30 | 0.05 | 2,600% |
| Annual Report Gross Expense Ratio | 1.50 | 0.05 | 3,000% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 14.028 | 15.456 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 652B | 0% |
| Annual Yield % from dividends | 1.87 | 2.66 | 70% |
| Returns for 1 year | 25.24 | 30.92 | 82% |
| Returns for 3 years | 52.61 | 62.37 | 84% |
| Returns for 5 years | 31.21 | 37.54 | 83% |
| Returns for 10 years | 131.37 | 119.37 | 110% |
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