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IVKSX vs VIVAX
IVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAX
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
IVKSX vs VIVAX Comparison Chart in %
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IVKSX 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 IVKSX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. IVKSX (248M). VIVAX pays higher dividends than IVKSX: VIVAX (2.06) vs IVKSX (1.34). IVKSX was incepted earlier than VIVAX: IVKSX (23 years) vs VIVAX (33 years). IVKSX (1.05) is less costly to investors than VIVAX (0.17). IVKSX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). IVKSX has a lower initial minimum investment than VIVAX: IVKSX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. IVKSX (5.16). VIVAX (80.14) and IVKSX (79.74) have equivalent 5 years return.
| IVKSX | VIVAX | IVKSX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.05 | 0.17 | 618% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 9.402 | 6.209 | 151% |
| 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 | 1.34 | 2.06 | 65% |
| Returns for 1 year | 5.16 | 12.04 | 43% |
| Returns for 3 years | 20.19 | 35.16 | 57% |
| Returns for 5 years | 79.74 | 80.14 | 99% |
| Returns for 10 years | 64.03 | 115.74 | 55% |