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IWEDX vs VVIAX
IWEDX vs VVIAX Comparison
Open Charts IWEDX vs VVIAX
Voya Large Cap Value W
Price$13.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets797.55M
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
IWEDX vs VVIAX Comparison Chart in %
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IWEDX vs. VVIAX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IWEDX is a Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. IWEDX (798M). VVIAX pays higher dividends than IWEDX: VVIAX (2.18) vs IWEDX (1.11). IWEDX was incepted earlier than VVIAX: IWEDX (16 years) vs VVIAX (25 years). IWEDX (0.91) is less costly to investors than VVIAX (0.05). IWEDX is a more actively managed with annual turnover of: 94.00 vs. VVIAX (9.00). IWEDX has a lower initial minimum investment than VVIAX: IWEDX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 10.51 vs. IWEDX (2.68). VVIAX return over 5 years is better than : 67.40 vs. IWEDX (28.26).
| IWEDX | VVIAX | IWEDX / VVIAX | |
| Total Expense Ratio | 0.85 | 0.05 | 1,700% |
| Annual Report Gross Expense Ratio | 0.91 | 0.05 | 1,820% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 5.312 | 4.608 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 196B | 0% |
| Annual Yield % from dividends | 1.11 | 2.18 | 51% |
| Returns for 1 year | 2.68 | 10.51 | 26% |
| Returns for 3 years | 9.46 | 28.85 | 33% |
| Returns for 5 years | 28.26 | 67.40 | 42% |
| Returns for 10 years | 22.24 | 109.93 | 20% |
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