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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
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. IVVIX (392M). VSMAX pays higher dividends than IVVIX: VSMAX (1.19) vs IVVIX (0.28). 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). VSMAX is a more actively managed with annual turnover of: 17.00 vs. IVVIX (16.00). IVVIX has a lower initial minimum investment than VSMAX: IVVIX (0) vs VSMAX (3000). IVVIX (28.50) and VSMAX (27.44) have marching annual gain over last year. VSMAX return over 5 years is better than : 32.31 vs. IVVIX (-2.08).
| 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 | 17.960 | 15.050 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 183B | 0% |
| Annual Yield % from dividends | 0.28 | 1.19 | 23% |
| Returns for 1 year | 28.50 | 27.44 | 104% |
| Returns for 3 years | 59.13 | 51.61 | 115% |
| Returns for 5 years | -2.08 | 32.31 | -6% |
| Returns for 10 years | 54.93 | 169.19 | 32% |
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