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IVKSX vs VVIAX
IVKSX vs VVIAX Comparison
Open Charts IVKSX vs VVIAX
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
IVKSX vs VVIAX Comparison Chart in %
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IVKSX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. IVKSX (248M). VVIAX pays higher dividends than IVKSX: VVIAX (2.18) vs IVKSX (1.34). IVKSX was incepted earlier than VVIAX: IVKSX (23 years) vs VVIAX (25 years). IVKSX (1.05) is less costly to investors than VVIAX (0.05). IVKSX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (9.00). IVKSX has a lower initial minimum investment than VVIAX: IVKSX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. IVKSX (5.16). VVIAX (80.13) and IVKSX (79.74) have equivalent 5 years return.
| IVKSX | VVIAX | IVKSX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.05 | 0.05 | 2,100% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 9.402 | 6.198 | 152% |
| 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 | 2.18 | 61% |
| Returns for 1 year | 5.16 | 12.03 | 43% |
| Returns for 3 years | 20.19 | 35.17 | 57% |
| Returns for 5 years | 79.74 | 80.13 | 100% |
| Returns for 10 years | 64.03 | 115.67 | 55% |
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