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IUESX vs VTIAX
IUESX vs VTIAX Comparison
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IUESX vs VTIAX Comparison Chart in %
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IUESX vs. VTIAX commentary
Jun 23, 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 IUESX is a StrongBuy and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 652B vs. IUESX (1.66B). VTIAX pays higher dividends than IUESX: VTIAX (2.63) vs IUESX (2.27). IUESX was incepted earlier than VTIAX: IUESX (15 years) vs VTIAX (16 years). IUESX (0.97) is less costly to investors than VTIAX (0.09). IUESX is a more actively managed with annual turnover of: 55.00 vs. VTIAX (4.00). VTIAX has a lower initial minimum investment than IUESX: VTIAX (3000) vs IUESX (1000000). VTIAX annual gain was more profitable for investors over the last year : 31.43 vs. IUESX (25.99). VTIAX return over 5 years is better than : 38.46 vs. IUESX (34.29).
| IUESX | VTIAX | IUESX / VTIAX | |
| Total Expense Ratio | 0.75 | 0.09 | 833% |
| Annual Report Gross Expense Ratio | 0.97 | 0.09 | 1,078% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 14.349 | 15.256 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 652B | 0% |
| Annual Yield % from dividends | 2.27 | 2.63 | 87% |
| Returns for 1 year | 25.99 | 31.43 | 83% |
| Returns for 3 years | 55.21 | 62.04 | 89% |
| Returns for 5 years | 34.29 | 38.46 | 89% |
| Returns for 10 years | 143.42 | 118.73 | 121% |
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