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IVRSX vs VRTPX
IVRSX vs VRTPX Comparison
Open Charts IVRSX vs VRTPX
IVRSX vs VRTPX Comparison Chart in %
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IVRSX vs. VRTPX commentary
Sep 21, 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 IVRSX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.7B vs. IVRSX (193M). VRTPX pays higher dividends than IVRSX: VRTPX (3.61) vs IVRSX (1.82). IVRSX was incepted earlier than VRTPX: IVRSX (38 years) vs VRTPX (9 years). IVRSX (1.25) is less costly to investors than VRTPX (0.08). IVRSX is a more actively managed with annual turnover of: 97.00 vs. VRTPX (3.00). IVRSX has a lower initial minimum investment than VRTPX: IVRSX (0) vs VRTPX (100000000). IVRSX annual gain was more profitable for investors over the last year : 13.00 vs. VRTPX (4.67). VRTPX return over 5 years is better than : 5.55 vs. IVRSX (-13.44).
| IVRSX | VRTPX | IVRSX / VRTPX | |
| Total Expense Ratio | 1.00 | 0.08 | 1,250% |
| Annual Report Gross Expense Ratio | 1.25 | 0.08 | 1,563% |
| Fund Existence | 38 years | 9 years | - |
| Gain YTD | 13.573 | 7.101 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 10.7B | 2% |
| Annual Yield % from dividends | 1.82 | 3.61 | 50% |
| Returns for 1 year | 13.00 | 4.67 | 279% |
| Returns for 3 years | 32.86 | 29.81 | 110% |
| Returns for 5 years | -13.44 | 5.55 | -242% |
| Returns for 10 years | 2.42 | N/A | - |
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