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IVVIX vs VSMAX
IVVIX vs VSMAX Comparison
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IVVIX vs VSMAX Comparison Chart in %
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IVVIX vs. VSMAX commentary
Jul 25, 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 IVVIX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. IVVIX (378M). VSMAX pays higher dividends than IVVIX: VSMAX (1.18) vs IVVIX (0.22). IVVIX was incepted earlier than VSMAX: IVVIX (19 years) vs VSMAX (26 years). IVVIX (1.07) is less costly to investors than VSMAX (0.05). IVVIX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (17.00). IVVIX has a lower initial minimum investment than VSMAX: IVVIX (0) vs VSMAX (3000). IVVIX annual gain was more profitable for investors over the last year : 24.59 vs. VSMAX (20.63). VSMAX return over 5 years is better than : 36.13 vs. IVVIX (0.58).
| IVVIX | VSMAX | IVVIX / VSMAX | |
| Total Expense Ratio | 0.89 | 0.05 | 1,780% |
| Annual Report Gross Expense Ratio | 1.07 | 0.05 | 2,140% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 17.634 | 14.483 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 189B | 0% |
| Annual Yield % from dividends | 0.22 | 1.18 | 19% |
| Returns for 1 year | 24.59 | 20.63 | 119% |
| Returns for 3 years | 50.91 | 44.63 | 114% |
| Returns for 5 years | 0.58 | 36.13 | 2% |
| Returns for 10 years | 46.15 | 152.77 | 30% |
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