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IVVYX vs VTIAX
IVVYX vs VTIAX Comparison
Open Charts IVVYX vs VTIAX
IVVYX vs VTIAX Comparison Chart in %
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IVVYX vs. VTIAX commentary
Jun 16, 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 VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 652B vs. IVVYX (1.32B). VTIAX pays higher dividends than IVVYX: VTIAX (2.63) vs IVVYX (1.04). IVVYX was incepted earlier than VTIAX: IVVYX (23 years) vs VTIAX (16 years). IVVYX (1.30) is less costly to investors than VTIAX (0.09). IVVYX is a more actively managed with annual turnover of: 84.00 vs. VTIAX (4.00). IVVYX has a lower initial minimum investment than VTIAX: IVVYX (0) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 27.27 vs. IVVYX (1.28). VTIAX return over 5 years is better than : 33.72 vs. IVVYX (17.91).
| IVVYX | VTIAX | IVVYX / VTIAX | |
| Total Expense Ratio | 1.02 | 0.09 | 1,133% |
| Annual Report Gross Expense Ratio | 1.30 | 0.09 | 1,444% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 5.580 | 13.589 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 652B | 0% |
| Annual Yield % from dividends | 1.04 | 2.63 | 40% |
| Returns for 1 year | 1.28 | 27.27 | 5% |
| Returns for 3 years | 26.96 | 54.32 | 50% |
| Returns for 5 years | 17.91 | 33.72 | 53% |
| Returns for 10 years | 72.92 | 111.09 | 66% |
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