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IVVYX vs VFWPX
IVVYX vs VFWPX Comparison
Open Charts IVVYX vs VFWPX
IVVYX vs VFWPX Comparison Chart in %
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IVVYX vs. VFWPX commentary
Jul 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 IVVYX is a Buy and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. IVVYX (1.35B). VFWPX pays higher dividends than IVVYX: VFWPX (2.54) vs IVVYX (1.01). IVVYX was incepted earlier than VFWPX: IVVYX (23 years) vs VFWPX (16 years). IVVYX (1.30) is less costly to investors than VFWPX (0.03). IVVYX is a more actively managed with annual turnover of: 108.00 vs. VFWPX (6.00). IVVYX has a lower initial minimum investment than VFWPX: IVVYX (0) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 25.40 vs. IVVYX (1.93). VFWPX return over 5 years is better than : 37.13 vs. IVVYX (24.26).
| IVVYX | VFWPX | IVVYX / VFWPX | |
| Total Expense Ratio | 1.02 | 0.03 | 3,400% |
| Annual Report Gross Expense Ratio | 1.30 | 0.03 | 4,333% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 9.183 | 13.607 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 94.6B | 1% |
| Annual Yield % from dividends | 1.01 | 2.54 | 40% |
| Returns for 1 year | 1.93 | 25.40 | 8% |
| Returns for 3 years | 29.72 | 53.58 | 55% |
| Returns for 5 years | 24.26 | 37.13 | 65% |
| Returns for 10 years | 70.86 | 104.02 | 68% |
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