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IVIFX vs VFWPX
IVIFX vs VFWPX Comparison
Open Charts IVIFX vs VFWPX
IVIFX vs VFWPX Comparison Chart in %
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IVIFX 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 IVIFX is a Buy and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. IVIFX (1.35B). VFWPX pays higher dividends than IVIFX: VFWPX (2.54) vs IVIFX (0.40). IVIFX was incepted earlier than VFWPX: IVIFX (29 years) vs VFWPX (16 years). IVIFX (2.05) is less costly to investors than VFWPX (0.03). IVIFX is a more actively managed with annual turnover of: 108.00 vs. VFWPX (6.00). IVIFX has a lower initial minimum investment than VFWPX: IVIFX (1000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 25.40 vs. IVIFX (-0.61). VFWPX return over 5 years is better than : 37.13 vs. IVIFX (18.46).
| IVIFX | VFWPX | IVIFX / VFWPX | |
| Total Expense Ratio | 1.77 | 0.03 | 5,900% |
| Annual Report Gross Expense Ratio | 2.05 | 0.03 | 6,833% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 8.766 | 13.607 | 64% |
| Front Load | N/A | 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 | 0.40 | 2.54 | 16% |
| Returns for 1 year | -0.61 | 25.40 | -2% |
| Returns for 3 years | 24.70 | 53.58 | 46% |
| Returns for 5 years | 18.46 | 37.13 | 50% |
| Returns for 10 years | 57.23 | 104.02 | 55% |
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