| 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 | 22.400 | 26.250 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 546B | 0% |
| Annual Yield % from dividends | 0.59 | 2.77 | 21% |
| Returns for 1 year | 18.09 | 19.91 | 91% |
| Returns for 3 years | 68.68 | 63.81 | 108% |
| Returns for 5 years | 60.02 | 44.18 | 136% |
| Returns for 10 years | 61.91 | 68.18 | 91% |