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IVOSX vs VEVYX
IVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYX
IVOSX vs VEVYX Comparison Chart in %
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IVOSX vs. VEVYX 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 IVOSX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 14.5B vs. IVOSX (655M). IVOSX pays higher dividends than VEVYX: IVOSX (2.59) vs VEVYX (1.11). IVOSX was incepted earlier than VEVYX: IVOSX (12 years) vs VEVYX (14 years). IVOSX (0.94) 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 : 7.21 vs. IVOSX (-5.47). VEVYX return over 5 years is better than : 7.18 vs. IVOSX (4.48).
| IVOSX | VEVYX | IVOSX / VEVYX | |
| Total Expense Ratio | 0.73 | 0.66 | 111% |
| Annual Report Gross Expense Ratio | 0.94 | 0.66 | 142% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 10.126 | 12.821 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 14.5B | 5% |
| Annual Yield % from dividends | 2.59 | 1.11 | 234% |
| Returns for 1 year | -5.47 | 7.21 | -76% |
| Returns for 3 years | 13.98 | 14.99 | 93% |
| Returns for 5 years | 4.48 | 7.18 | 62% |
| Returns for 10 years | 86.19 | 68.74 | 125% |
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