| 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 | 21.040 | 26.956 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 554B | 0% |
| Annual Yield % from dividends | 0.60 | 2.72 | 22% |
| Returns for 1 year | 18.10 | 21.81 | 83% |
| Returns for 3 years | 43.29 | 42.12 | 103% |
| Returns for 5 years | 43.04 | 31.68 | 136% |
| Returns for 10 years | 60.95 | 73.26 | 83% |