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IVKAX vs VIVAX
IVKAX vs VIVAX Comparison
Open Charts IVKAX vs VIVAX
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
IVKAX vs VIVAX Comparison Chart in %
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IVKAX vs. VIVAX commentary
Jul 05, 2025
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 IVKAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. IVKAX (248M). VIVAX pays higher dividends than IVKAX: VIVAX (2.06) vs IVKAX (1.14). IVKAX was incepted earlier than VIVAX: IVKAX (23 years) vs VIVAX (33 years). IVKAX (1.30) is less costly to investors than VIVAX (0.17). IVKAX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). IVKAX has a lower initial minimum investment than VIVAX: IVKAX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. IVKAX (4.75). VIVAX (80.14) and IVKAX (76.79) have equivalent 5 years return.
| IVKAX | VIVAX | IVKAX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.30 | 0.17 | 765% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 9.251 | 6.209 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 189B | 0% |
| Annual Yield % from dividends | 1.14 | 2.06 | 56% |
| Returns for 1 year | 4.75 | 12.04 | 39% |
| Returns for 3 years | 18.84 | 35.16 | 54% |
| Returns for 5 years | 76.79 | 80.14 | 96% |
| Returns for 10 years | 59.10 | 115.74 | 51% |
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