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IVCSX vs VRTIX
IVCSX vs VRTIX Comparison
Open Charts IVCSX vs VRTIX
IVCSX vs VRTIX Comparison Chart in %
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IVCSX vs. VRTIX commentary
Jun 29, 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 IVCSX is a Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. IVCSX (217M). VRTIX pays higher dividends than IVCSX: VRTIX (1.07) vs IVCSX (0.68). IVCSX was incepted earlier than VRTIX: IVCSX (30 years) vs VRTIX (16 years). IVCSX (1.02) is less costly to investors than VRTIX (0.05). IVCSX is a more actively managed with annual turnover of: 111.00 vs. VRTIX (14.00). IVCSX has a lower initial minimum investment than VRTIX: IVCSX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 39.13 vs. IVCSX (22.94). VRTIX return over 5 years is better than : 31.12 vs. IVCSX (-21.97).
| IVCSX | VRTIX | IVCSX / VRTIX | |
| Total Expense Ratio | 0.87 | 0.05 | 1,740% |
| Annual Report Gross Expense Ratio | 1.02 | 0.05 | 2,040% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 10.973 | 21.540 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 17.5B | 1% |
| Annual Yield % from dividends | 0.68 | 1.07 | 63% |
| Returns for 1 year | 22.94 | 39.13 | 59% |
| Returns for 3 years | 23.45 | 64.78 | 36% |
| Returns for 5 years | -21.97 | 31.12 | -71% |
| Returns for 10 years | -5.43 | 183.47 | -3% |
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