IVOSX
Price
$19.55
Change
+$0.04 (+0.21%)
Updated
Aug 14 closing price
Net Assets
719.16M
VEVYX
Price
$52.69
Change
+$0.15 (+0.29%)
Updated
Aug 14 closing price
Net Assets
15.44B
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IVOSX vs VEVYX

IVOSX vs VEVYX Comparison Chart in %
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IVOSX vs. VEVYX commentary
Aug 16, 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 IVOSX is a Buy and VEVYX is a Buy.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.4B vs. IVOSX (719M). IVOSX pays higher dividends than VEVYX: IVOSX (2.61) vs VEVYX (1.12). IVOSX was incepted earlier than VEVYX: IVOSX (12 years) vs VEVYX (14 years). IVOSX (0.92) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 45.00 vs. IVOSX (22.00). IVOSX has a lower initial minimum investment than VEVYX: IVOSX (0) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : 14.90 vs. IVOSX (2.85). VEVYX (9.34) and IVOSX (9.02) have equivalent 5 years return.
IVOSXVEVYXIVOSX / VEVYX
Total Expense Ratio0.730.66111%
Annual Report Gross Expense Ratio0.920.66139%
Fund Existence12 years14 years-
Gain YTD16.31418.04190%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets719M15.4B5%
Annual Yield % from dividends2.611.12234%
Returns for 1 year2.8514.9019%
Returns for 3 years17.1518.5692%
Returns for 5 years9.029.3497%
Returns for 10 years88.8672.81122%
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