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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
Sep 05, 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: 185B vs. IVVIX (367M). VSMAX pays higher dividends than IVVIX: VSMAX (1.20) vs IVVIX (0.23). 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 : 23.03 vs. VSMAX (18.57). VSMAX return over 5 years is better than : 33.33 vs. IVVIX (-1.55).
| 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 | 17.443 | 16.493 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 185B | 0% |
| Annual Yield % from dividends | 0.23 | 1.20 | 19% |
| Returns for 1 year | 23.03 | 18.57 | 124% |
| Returns for 3 years | 53.82 | 52.44 | 103% |
| Returns for 5 years | -1.55 | 33.33 | -5% |
| Returns for 10 years | 39.28 | 152.09 | 26% |