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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
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. IVCSX (213M). VRTIX pays higher dividends than IVCSX: VRTIX (1.08) vs IVCSX (0.64). 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 : 30.04 vs. IVCSX (17.67). VRTIX return over 5 years is better than : 34.13 vs. IVCSX (-20.16).
| 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 | 9.260 | 18.394 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 18.6B | 1% |
| Annual Yield % from dividends | 0.64 | 1.08 | 59% |
| Returns for 1 year | 17.67 | 30.04 | 59% |
| Returns for 3 years | 12.69 | 49.68 | 26% |
| Returns for 5 years | -20.16 | 34.13 | -59% |
| Returns for 10 years | -14.60 | 150.45 | -10% |
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