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IVKIX vs VIVAX
IVKIX vs VIVAX Comparison
Open Charts IVKIX vs VIVAX
Vanguard Value Index I
Price$69.58
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
IVKIX vs VIVAX Comparison Chart in %
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IVKIX vs. VIVAX commentary
Jul 13, 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 IVKIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. IVKIX (246M). VIVAX pays higher dividends than IVKIX: VIVAX (2.06) vs IVKIX (1.55). IVKIX was incepted earlier than VIVAX: IVKIX (23 years) vs VIVAX (33 years). IVKIX (0.80) is less costly to investors than VIVAX (0.17). IVKIX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). IVKIX has a lower initial minimum investment than VIVAX: IVKIX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.24 vs. IVKIX (3.40). IVKIX (81.88) and VIVAX (78.41) have equivalent 5 years return.
| IVKIX | VIVAX | IVKIX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.80 | 0.17 | 471% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 8.836 | 5.376 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 195B | 0% |
| Annual Yield % from dividends | 1.55 | 2.06 | 75% |
| Returns for 1 year | 3.40 | 9.24 | 37% |
| Returns for 3 years | 22.70 | 35.74 | 64% |
| Returns for 5 years | 81.88 | 78.41 | 104% |
| Returns for 10 years | 64.31 | 110.24 | 58% |
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