Interact to see
Advertisement
Advertisement
IVPSX vs VRTIX
IVPSX vs VRTIX Comparison
Open Charts IVPSX vs VRTIX
IVPSX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVPSX vs. VRTIX commentary
Jun 24, 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 IVPSX is a Buy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. IVPSX (216M). VRTIX pays higher dividends than IVPSX: VRTIX (1.07) vs IVPSX (0.00). IVPSX was incepted earlier than VRTIX: IVPSX (25 years) vs VRTIX (16 years). IVPSX (1.27) is less costly to investors than VRTIX (0.05). IVPSX is a more actively managed with annual turnover of: 111.00 vs. VRTIX (14.00). IVPSX has a lower initial minimum investment than VRTIX: IVPSX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 41.41 vs. IVPSX (25.90). VRTIX return over 5 years is better than : 30.90 vs. IVPSX (-23.95).
| IVPSX | VRTIX | IVPSX / VRTIX | |
| Total Expense Ratio | 1.12 | 0.05 | 2,240% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 9.801 | 21.293 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 17.5B | 1% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 25.90 | 41.41 | 63% |
| Returns for 3 years | 24.10 | 67.00 | 36% |
| Returns for 5 years | -23.95 | 30.90 | -78% |
| Returns for 10 years | -11.91 | 177.98 | -7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement