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VFIAX vs VTIVX
VFIAX vs VTIVX Comparison Chart
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VFIAX vs. VTIVX commentary
May 13, 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: 1.34T vs. VTIVX (90.6B). VTIVX pays higher dividends than VFIAX: VTIVX (2.29) vs VFIAX (1.36). 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 : 8.40 vs. VTIVX (7.21). VFIAX return over 5 years is better than : 100.63 vs. VTIVX (45.73).
| 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 | -3.675 | 1.753 | -210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34T | 90.6B | 1,474% |
| Annual Yield % from dividends | 1.36 | 2.29 | 59% |
| Returns for 1 year | 8.40 | 7.21 | 116% |
| Returns for 3 years | 40.67 | 27.59 | 147% |
| Returns for 5 years | 100.63 | 45.73 | 220% |
| Returns for 10 years | 166.74 | 61.61 | 271% |
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