The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| IVVIX | VSCPX | IVVIX / VSCPX | |
| Total Expense Ratio | 0.89 | 0.02 | 4,450% |
| Annual Report Gross Expense Ratio | 1.07 | 0.02 | 5,350% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 17.443 | 16.500 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 185B | 0% |
| Annual Yield % from dividends | 0.23 | 1.22 | 19% |
| Returns for 1 year | 23.03 | 18.58 | 124% |
| Returns for 3 years | 53.82 | 52.46 | 103% |
| Returns for 5 years | -1.55 | 33.37 | -5% |
| Returns for 10 years | 39.28 | 152.21 | 26% |