Interact to see
Advertisement
Advertisement
IVHIX vs VWEAX
IVHIX vs VWEAX Comparison
Open Charts IVHIX vs VWEAX
IVHIX vs VWEAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVHIX vs. VWEAX commentary
Jul 14, 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 (1.64B). IVHIX pays higher dividends than VWEAX: IVHIX (6.72) 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). 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 : 2.31 vs. VWEAX (-0.73). IVHIX return over 5 years is better than : 13.85 vs. VWEAX (-8.07).
| 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 | -0.794 | -1.795 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 25.8B | 6% |
| Annual Yield % from dividends | 6.72 | 6.36 | 106% |
| Returns for 1 year | 2.31 | -0.73 | -318% |
| Returns for 3 years | 18.34 | 4.75 | 386% |
| Returns for 5 years | 13.85 | -8.07 | -172% |
| Returns for 10 years | 58.76 | 9.13 | 644% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers