| IVVYX | VFWPX | IVVYX / VFWPX | |
| Total Expense Ratio | 1.02 | 0.03 | 3,400% |
| Annual Report Gross Expense Ratio | 1.30 | 0.03 | 4,333% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 10.058 | 28.821 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 76.1B | 2% |
| Annual Yield % from dividends | 0.60 | 2.69 | 22% |
| Returns for 1 year | 9.10 | 27.99 | 33% |
| Returns for 3 years | 33.49 | 49.82 | 67% |
| Returns for 5 years | 28.94 | 32.63 | 89% |
| Returns for 10 years | 49.64 | 79.72 | 62% |