| IVVYX | VTSNX | IVVYX / VTSNX | |
| Total Expense Ratio | 1.01 | 0.06 | 1,683% |
| Annual Report Gross Expense Ratio | 1.30 | 0.06 | 2,167% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 8.568 | 14.845 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 666B | 0% |
| Annual Yield % from dividends | 1.01 | 2.50 | 40% |
| Returns for 1 year | -1.91 | 18.36 | -10% |
| Returns for 3 years | 31.62 | 60.99 | 52% |
| Returns for 5 years | 24.38 | 38.85 | 63% |
| Returns for 10 years | 64.96 | 101.51 | 64% |