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IVVYX vs VTPSX
IVVYX vs VTPSX Comparison
Open Charts IVVYX vs VTPSX
IVVYX vs VTPSX Comparison Chart in %
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IVVYX vs. VTPSX commentary
Aug 03, 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 StrongBuy and VTPSX is a Hold.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 650B vs. IVVYX (1.33B). VTPSX pays higher dividends than IVVYX: VTPSX (2.59) vs IVVYX (1.03). IVVYX was incepted earlier than VTPSX: IVVYX (23 years) vs VTPSX (16 years). IVVYX (1.30) is less costly to investors than VTPSX (0.05). IVVYX is a more actively managed with annual turnover of: 108.00 vs. VTPSX (4.00). IVVYX has a lower initial minimum investment than VTPSX: IVVYX (0) vs VTPSX (100000000). VTPSX annual gain was more profitable for investors over the last year : 24.92 vs. IVVYX (2.45). VTPSX return over 5 years is better than : 36.77 vs. IVVYX (24.01).
| IVVYX | VTPSX | IVVYX / VTPSX | |
| Total Expense Ratio | 1.02 | 0.05 | 2,040% |
| Annual Report Gross Expense Ratio | 1.30 | 0.05 | 2,600% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 7.689 | 12.513 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 650B | 0% |
| Annual Yield % from dividends | 1.03 | 2.59 | 40% |
| Returns for 1 year | 2.45 | 24.92 | 10% |
| Returns for 3 years | 27.75 | 51.20 | 54% |
| Returns for 5 years | 24.01 | 36.77 | 65% |
| Returns for 10 years | 67.70 | 99.50 | 68% |
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