| 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 | 11.731 | 16.478 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 646B | 0% |
| Annual Yield % from dividends | 1.03 | 2.58 | 40% |
| Returns for 1 year | 2.56 | 24.32 | 11% |
| Returns for 3 years | 38.50 | 65.50 | 59% |
| Returns for 5 years | 26.99 | 43.46 | 62% |
| Returns for 10 years | 69.57 | 100.58 | 69% |