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VTIVX vs VTRNX
VTIVX vs VTRNX Comparison Chart
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VTIVX vs. VTRNX commentary
Jun 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 VTIVX is a Hold and VTRNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 95B vs. VTRNX (201M). VTIVX pays higher dividends than VTRNX: VTIVX (2.19) vs VTRNX (1.86). VTIVX was incepted earlier than VTRNX: VTIVX (22 years) vs VTRNX (9 years). VTRNX (0.33) is less costly to investors than VTIVX (0.08). VTRNX is a more actively managed with annual turnover of: 45.00 vs. VTIVX (1.00). VTIVX has a lower initial minimum investment than VTRNX: VTIVX (1000) vs VTRNX (1000000). VTRNX (10.69) and VTIVX (10.42) have marching annual gain over last year. VTIVX (41.16) and VTRNX (40.26) have equivalent 5 years return.
| VTIVX | VTRNX | VTIVX / VTRNX | |
| Total Expense Ratio | 0.08 | 0.25 | 32% |
| Annual Report Gross Expense Ratio | 0.08 | 0.33 | 24% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 6.943 | 6.458 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95B | 201M | 47,264% |
| Annual Yield % from dividends | 2.19 | 1.86 | 118% |
| Returns for 1 year | 10.42 | 10.69 | 97% |
| Returns for 3 years | 41.18 | 42.32 | 97% |
| Returns for 5 years | 41.16 | 40.26 | 102% |
| Returns for 10 years | 73.73 | N/A | - |
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