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IVPSX vs VRTIX
IVPSX vs VRTIX Comparison
Open Charts IVPSX vs VRTIX
IVPSX vs VRTIX Comparison Chart in %
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IVPSX vs. VRTIX commentary
Jun 03, 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 Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. IVPSX (208M). VRTIX pays higher dividends than IVPSX: VRTIX (1.07) vs IVPSX (0.00). IVPSX was incepted earlier than VRTIX: IVPSX (25 years) vs VRTIX (15 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 : 40.83 vs. IVPSX (22.97). VRTIX return over 5 years is better than : 29.82 vs. IVPSX (-26.95).
| 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 | 15 years | - |
| Gain YTD | 5.327 | 17.423 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 16.6B | 1% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 22.97 | 40.83 | 56% |
| Returns for 3 years | 17.92 | 60.65 | 30% |
| Returns for 5 years | -26.95 | 29.82 | -90% |
| Returns for 10 years | -18.27 | 160.34 | -11% |
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