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IVKAX vs VIVIX
IVKAX vs VIVIX Comparison
Open Charts IVKAX vs VIVIX
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
IVKAX vs VIVIX Comparison Chart in %
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IVKAX vs. VIVIX commentary
Jul 06, 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 IVKAX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. IVKAX (248M). VIVIX pays higher dividends than IVKAX: VIVIX (2.19) vs IVKAX (1.14). IVKAX was incepted earlier than VIVIX: IVKAX (23 years) vs VIVIX (27 years). IVKAX (1.30) is less costly to investors than VIVIX (0.04). IVKAX is a more actively managed with annual turnover of: 23.00 vs. VIVIX (9.00). IVKAX has a lower initial minimum investment than VIVIX: IVKAX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. IVKAX (4.75). VIVIX (80.14) and IVKAX (76.79) have equivalent 5 years return.
| IVKAX | VIVIX | IVKAX / VIVIX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.30 | 0.04 | 3,250% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 9.251 | 6.215 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 189B | 0% |
| Annual Yield % from dividends | 1.14 | 2.19 | 52% |
| Returns for 1 year | 4.75 | 12.05 | 39% |
| Returns for 3 years | 18.84 | 35.17 | 54% |
| Returns for 5 years | 76.79 | 80.14 | 96% |
| Returns for 10 years | 59.10 | 115.68 | 51% |
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