| 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 | 23 years | 16 years | - |
| Gain YTD | 9.183 | 13.108 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 650B | 0% |
| Annual Yield % from dividends | 1.01 | 2.55 | 40% |
| Returns for 1 year | 1.93 | 24.53 | 8% |
| Returns for 3 years | 29.72 | 52.43 | 57% |
| Returns for 5 years | 24.26 | 35.65 | 68% |
| Returns for 10 years | 70.86 | 102.25 | 69% |