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IVIAX vs VTIAX
IVIAX vs VTIAX Comparison
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IVIAX vs VTIAX Comparison Chart in %
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IVIAX vs. VTIAX 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 VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. IVIAX (1.35B). VTIAX pays higher dividends than IVIAX: VTIAX (2.53) vs IVIAX (1.04). IVIAX was incepted earlier than VTIAX: IVIAX (29 years) vs VTIAX (16 years). IVIAX (1.30) is less costly to investors than VTIAX (0.09). IVIAX is a more actively managed with annual turnover of: 108.00 vs. VTIAX (4.00). IVIAX has a lower initial minimum investment than VTIAX: IVIAX (1000) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 24.52 vs. IVIAX (1.80). VTIAX return over 5 years is better than : 35.57 vs. IVIAX (24.09).
| IVIAX | VTIAX | IVIAX / VTIAX | |
| Total Expense Ratio | 1.02 | 0.09 | 1,133% |
| Annual Report Gross Expense Ratio | 1.30 | 0.09 | 1,444% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 9.180 | 13.104 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 650B | 0% |
| Annual Yield % from dividends | 1.04 | 2.53 | 41% |
| Returns for 1 year | 1.80 | 24.52 | 7% |
| Returns for 3 years | 29.60 | 52.37 | 57% |
| Returns for 5 years | 24.09 | 35.57 | 68% |
| Returns for 10 years | 70.30 | 102.13 | 69% |
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