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VFIAX vs VTIVX
VFIAX vs VTIVX Comparison Chart
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VFIAX vs. VTIVX commentary
Jun 10, 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 VFIAX is a Buy and VTIVX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. VTIVX (95B). VTIVX pays higher dividends than VFIAX: VTIVX (2.19) vs VFIAX (1.28). VFIAX was incepted earlier than VTIVX: VFIAX (25 years) vs VTIVX (22 years). VTIVX (0.08) is less costly to investors than VFIAX (0.04). VFIAX is a more actively managed with annual turnover of: 2.00 vs. VTIVX (1.00). VTIVX has a lower initial minimum investment than VFIAX: VTIVX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 12.25 vs. VTIVX (10.89). VFIAX return over 5 years is better than : 87.94 vs. VTIVX (35.06).
| VFIAX | VTIVX | VFIAX / VTIVX | |
| Total Expense Ratio | 0.04 | 0.08 | 50% |
| Annual Report Gross Expense Ratio | 0.04 | 0.08 | 50% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 2.260 | 6.437 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43T | 95B | 1,503% |
| Annual Yield % from dividends | 1.28 | 2.19 | 58% |
| Returns for 1 year | 12.25 | 10.89 | 112% |
| Returns for 3 years | 53.83 | 35.60 | 151% |
| Returns for 5 years | 87.94 | 35.06 | 251% |
| Returns for 10 years | 186.52 | 72.10 | 259% |
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