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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
Jun 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.5B vs. IVRSX (93.3M). IVRSX pays higher dividends than VRTPX: IVRSX (4.31) vs VRTPX (3.57). IVRSX was incepted earlier than VRTPX: IVRSX (37 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 : 15.37 vs. VRTPX (10.55). VRTPX return over 5 years is better than : 13.12 vs. IVRSX (-7.15).
| 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 | 37 years | 9 years | - |
| Gain YTD | 14.490 | 9.157 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 10.5B | 1% |
| Annual Yield % from dividends | 4.31 | 3.57 | 121% |
| Returns for 1 year | 15.37 | 10.55 | 146% |
| Returns for 3 years | 12.39 | 19.01 | 65% |
| Returns for 5 years | -7.15 | 13.12 | -55% |
| Returns for 10 years | 4.62 | N/A | - |
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