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IVHIX vs VWEAX
IVHIX vs VWEAX Comparison
Open Charts IVHIX vs VWEAX
IVHIX vs VWEAX Comparison Chart in %
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IVHIX vs. VWEAX 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 IVHIX is a Hold and VWEAX is a Hold.
FUNDAMENTALS
Fundamentals
VWEAX has more cash in the bank: 25.8B vs. IVHIX (1.66B). IVHIX pays higher dividends than VWEAX: IVHIX (6.69) vs VWEAX (6.36). IVHIX was incepted earlier than VWEAX: IVHIX (19 years) vs VWEAX (25 years). IVHIX (0.71) is less costly to investors than VWEAX (0.12). IVHIX is a more actively managed with annual turnover of: 56.00 vs. VWEAX (44.00). IVHIX has a lower initial minimum investment than VWEAX: IVHIX (0) vs VWEAX (50000). IVHIX annual gain was more profitable for investors over the last year : 4.97 vs. VWEAX (-0.18). IVHIX return over 5 years is better than : 14.39 vs. VWEAX (-7.44).
| IVHIX | VWEAX | IVHIX / VWEAX | |
| Total Expense Ratio | 0.63 | 0.12 | 525% |
| Annual Report Gross Expense Ratio | 0.71 | 0.12 | 592% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -0.790 | -1.616 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 25.8B | 6% |
| Annual Yield % from dividends | 6.69 | 6.36 | 105% |
| Returns for 1 year | 4.97 | -0.18 | -2,727% |
| Returns for 3 years | 20.51 | 6.36 | 323% |
| Returns for 5 years | 14.39 | -7.44 | -193% |
| Returns for 10 years | 64.06 | 12.93 | 495% |
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