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IVIFX vs VTIAX
IVIFX vs VTIAX Comparison
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IVIFX vs VTIAX Comparison Chart in %
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IVIFX vs. VTIAX 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 VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 666B vs. IVIFX (1.33B). VTIAX pays higher dividends than IVIFX: VTIAX (2.47) vs IVIFX (0.40). IVIFX was incepted earlier than VTIAX: IVIFX (29 years) vs VTIAX (16 years). IVIFX (2.05) is less costly to investors than VTIAX (0.09). IVIFX is a more actively managed with annual turnover of: 108.00 vs. VTIAX (4.00). IVIFX has a lower initial minimum investment than VTIAX: IVIFX (1000) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 19.08 vs. IVIFX (-2.19). VTIAX return over 5 years is better than : 36.50 vs. IVIFX (20.12).
| IVIFX | VTIAX | IVIFX / VTIAX | |
| Total Expense Ratio | 1.76 | 0.09 | 1,956% |
| Annual Report Gross Expense Ratio | 2.05 | 0.09 | 2,278% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 10.114 | 14.786 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 666B | 0% |
| Annual Yield % from dividends | 0.40 | 2.47 | 16% |
| Returns for 1 year | -2.19 | 19.08 | -11% |
| Returns for 3 years | 29.78 | 60.78 | 49% |
| Returns for 5 years | 20.12 | 36.50 | 55% |
| Returns for 10 years | 55.12 | 103.01 | 54% |
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