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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
Aug 03, 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 Buy and VWEAX is a Hold.
FUNDAMENTALS
Fundamentals
VWEAX has more cash in the bank: 25.8B vs. IVHIX (1.6B). IVHIX pays higher dividends than VWEAX: IVHIX (6.76) vs VWEAX (6.42). 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). VWEAX is a more actively managed with annual turnover of: 44.00 vs. IVHIX (34.00). 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 : 1.76 vs. VWEAX (-1.45). IVHIX return over 5 years is better than : 13.57 vs. VWEAX (-8.59).
| 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 | -0.970 | -2.513 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 25.8B | 6% |
| Annual Yield % from dividends | 6.76 | 6.42 | 105% |
| Returns for 1 year | 1.76 | -1.45 | -121% |
| Returns for 3 years | 17.96 | 4.38 | 410% |
| Returns for 5 years | 13.57 | -8.59 | -158% |
| Returns for 10 years | 58.31 | 8.77 | 665% |
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