Interact to see
Advertisement
Advertisement
IVIFX vs VFWPX
IVIFX vs VFWPX Comparison
Open Charts IVIFX vs VFWPX
IVIFX vs VFWPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVIFX vs. VFWPX commentary
Sep 13, 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 Hold and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 98.6B vs. IVIFX (1.33B). VFWPX pays higher dividends than IVIFX: VFWPX (2.49) 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 : 19.75 vs. IVIFX (-2.19). VFWPX return over 5 years is better than : 38.07 vs. IVIFX (20.12).
| IVIFX | VFWPX | IVIFX / VFWPX | |
| Total Expense Ratio | 1.76 | 0.03 | 5,867% |
| Annual Report Gross Expense Ratio | 2.05 | 0.03 | 6,833% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 10.114 | 15.155 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 98.6B | 1% |
| Annual Yield % from dividends | 0.40 | 2.49 | 16% |
| Returns for 1 year | -2.19 | 19.75 | -11% |
| Returns for 3 years | 29.78 | 61.85 | 48% |
| Returns for 5 years | 20.12 | 38.07 | 53% |
| Returns for 10 years | 55.12 | 104.72 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement