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IVKIX vs VIVAX
IVKIX vs VIVAX Comparison
Open Charts IVKIX vs VIVAX
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
IVKIX vs VIVAX Comparison Chart in %
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IVKIX vs. VIVAX commentary
Jul 07, 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 IVKIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. IVKIX (248M). VIVAX pays higher dividends than IVKIX: VIVAX (2.06) vs IVKIX (1.55). IVKIX was incepted earlier than VIVAX: IVKIX (23 years) vs VIVAX (33 years). IVKIX (0.80) is less costly to investors than VIVAX (0.17). IVKIX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). IVKIX has a lower initial minimum investment than VIVAX: IVKIX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. IVKIX (5.42). IVKIX (81.94) and VIVAX (80.14) have equivalent 5 years return.
| IVKIX | VIVAX | IVKIX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.80 | 0.17 | 471% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 9.512 | 6.209 | 153% |
| 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 | 1.55 | 2.06 | 75% |
| Returns for 1 year | 5.42 | 12.04 | 45% |
| Returns for 3 years | 21.09 | 35.16 | 60% |
| Returns for 5 years | 81.94 | 80.14 | 102% |
| Returns for 10 years | 68.32 | 115.74 | 59% |