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IVKAX vs VVIAX
IVKAX vs VVIAX Comparison
Open Charts IVKAX vs VVIAX
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
IVKAX vs VVIAX Comparison Chart in %
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IVKAX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. IVKAX (248M). VVIAX pays higher dividends than IVKAX: VVIAX (2.18) vs IVKAX (1.14). IVKAX was incepted earlier than VVIAX: IVKAX (23 years) vs VVIAX (25 years). IVKAX (1.30) is less costly to investors than VVIAX (0.05). IVKAX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (9.00). IVKAX has a lower initial minimum investment than VVIAX: IVKAX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. IVKAX (4.75). VVIAX (80.13) and IVKAX (76.79) have equivalent 5 years return.
| IVKAX | VVIAX | IVKAX / VVIAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.30 | 0.05 | 2,600% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 9.251 | 6.198 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 189B | 0% |
| Annual Yield % from dividends | 1.14 | 2.18 | 53% |
| Returns for 1 year | 4.75 | 12.03 | 39% |
| Returns for 3 years | 18.84 | 35.17 | 54% |
| Returns for 5 years | 76.79 | 80.13 | 96% |
| Returns for 10 years | 59.10 | 115.67 | 51% |