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IRTCX vs VVIAX
IRTCX vs VVIAX Comparison
Open Charts IRTCX vs VVIAX
Invesco Dividend Income R
Price$27.78
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets3.71B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
IRTCX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. IRTCX (3.71B). VVIAX pays higher dividends than IRTCX: VVIAX (2.18) vs IRTCX (1.09). IRTCX was incepted earlier than VVIAX: IRTCX (5 years) vs VVIAX (25 years). IRTCX (1.19) is less costly to investors than VVIAX (0.05). IRTCX is a more actively managed with annual turnover of: 54.00 vs. VVIAX (9.00). IRTCX has a lower initial minimum investment than VVIAX: IRTCX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 9.75 vs. IRTCX (7.65). VVIAX return over 5 years is better than : 74.87 vs. IRTCX (42.11).
| IRTCX | VVIAX | IRTCX / VVIAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.19 | 0.05 | 2,380% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 9.400 | 6.714 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 195B | 2% |
| Annual Yield % from dividends | 1.09 | 2.18 | 50% |
| Returns for 1 year | 7.65 | 9.75 | 78% |
| Returns for 3 years | 19.69 | 34.32 | 57% |
| Returns for 5 years | 42.11 | 74.87 | 56% |
| Returns for 10 years | N/A | 116.26 | - |
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