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VTIVX vs VTRNX
VTIVX vs VTRNX Comparison Chart
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VTIVX vs. VTRNX commentary
May 22, 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 Hold.
FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 90.6B vs. VTRNX (197M). VTIVX pays higher dividends than VTRNX: VTIVX (2.29) vs VTRNX (1.96). 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 annual gain was more profitable for investors over the last year : 9.61 vs. VTIVX (9.10). VTIVX (45.26) and VTRNX (43.87) 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 | 5.190 | 4.759 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.6B | 197M | 45,990% |
| Annual Yield % from dividends | 2.29 | 1.96 | 117% |
| Returns for 1 year | 9.10 | 9.61 | 95% |
| Returns for 3 years | 33.11 | 34.51 | 96% |
| Returns for 5 years | 45.26 | 43.87 | 103% |
| Returns for 10 years | 67.24 | N/A | - |
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