| IVVYX | VTSNX | IVVYX / VTSNX | |
| Total Expense Ratio | 1.02 | 0.06 | 1,700% |
| Annual Report Gross Expense Ratio | 1.30 | 0.06 | 2,167% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 23.955 | 28.929 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 554B | 0% |
| Annual Yield % from dividends | 0.59 | 2.73 | 22% |
| Returns for 1 year | 21.34 | 25.13 | 85% |
| Returns for 3 years | 52.88 | 49.33 | 107% |
| Returns for 5 years | 53.06 | 39.64 | 134% |
| Returns for 10 years | 68.73 | 79.38 | 87% |