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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
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 VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. IVVYX (1.35B). VTIAX pays higher dividends than IVVYX: VTIAX (2.53) vs IVVYX (1.01). 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: 108.00 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 : 24.52 vs. IVVYX (1.93). VTIAX return over 5 years is better than : 35.57 vs. IVVYX (24.26).
| 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 | 9.183 | 13.104 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 650B | 0% |
| Annual Yield % from dividends | 1.01 | 2.53 | 40% |
| Returns for 1 year | 1.93 | 24.52 | 8% |
| Returns for 3 years | 29.72 | 52.37 | 57% |
| Returns for 5 years | 24.26 | 35.57 | 68% |
| Returns for 10 years | 70.86 | 102.13 | 69% |
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