| IVVYX | VTSNX | IVVYX / VTSNX | |
| Total Expense Ratio | 1.02 | 0.06 | 1,700% |
| Annual Report Gross Expense Ratio | 1.30 | 0.06 | 2,167% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 18.610 | 24.713 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 554B | 0% |
| Annual Yield % from dividends | 0.59 | 2.73 | 22% |
| Returns for 1 year | 17.39 | 21.46 | 81% |
| Returns for 3 years | 45.86 | 45.16 | 102% |
| Returns for 5 years | 44.91 | 32.93 | 136% |
| Returns for 10 years | 56.90 | 68.93 | 83% |