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IVIAX vs VFWPX
IVIAX vs VFWPX Comparison
Open Charts IVIAX vs VFWPX
IVIAX vs VFWPX Comparison Chart in %
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IVIAX vs. VFWPX 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 IVIAX is a Buy and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. IVIAX (1.35B). VFWPX pays higher dividends than IVIAX: VFWPX (2.54) vs IVIAX (1.04). IVIAX was incepted earlier than VFWPX: IVIAX (29 years) vs VFWPX (16 years). IVIAX (1.30) is less costly to investors than VFWPX (0.03). IVIAX is a more actively managed with annual turnover of: 108.00 vs. VFWPX (6.00). IVIAX has a lower initial minimum investment than VFWPX: IVIAX (1000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 25.40 vs. IVIAX (1.80). VFWPX return over 5 years is better than : 37.13 vs. IVIAX (24.09).
| IVIAX | VFWPX | IVIAX / VFWPX | |
| Total Expense Ratio | 1.02 | 0.03 | 3,400% |
| Annual Report Gross Expense Ratio | 1.30 | 0.03 | 4,333% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 9.180 | 13.607 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 94.6B | 1% |
| Annual Yield % from dividends | 1.04 | 2.54 | 41% |
| Returns for 1 year | 1.80 | 25.40 | 7% |
| Returns for 3 years | 29.60 | 53.58 | 55% |
| Returns for 5 years | 24.09 | 37.13 | 65% |
| Returns for 10 years | 70.30 | 104.02 | 68% |
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