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IVIAX vs VTIAX
IVIAX vs VTIAX Comparison
Open Charts IVIAX vs VTIAX
IVIAX vs VTIAX Comparison Chart in %
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IVIAX vs. VTIAX 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 IVIAX is a StrongBuy and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. IVIAX (1.33B). VTIAX pays higher dividends than IVIAX: VTIAX (2.55) vs IVIAX (1.05). 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 : 24.88 vs. IVIAX (2.40). VTIAX return over 5 years is better than : 36.68 vs. IVIAX (23.89).
| 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 | 7.716 | 12.511 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 650B | 0% |
| Annual Yield % from dividends | 1.05 | 2.55 | 41% |
| Returns for 1 year | 2.40 | 24.88 | 10% |
| Returns for 3 years | 27.61 | 51.13 | 54% |
| Returns for 5 years | 23.89 | 36.68 | 65% |
| Returns for 10 years | 67.09 | 99.28 | 68% |
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