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ANWPX vs IVIYX
ANWPX vs IVIYX Comparison
Open Charts ANWPX vs IVIYX
ANWPX vs IVIYX Comparison Chart in %
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ANWPX vs. IVIYX commentary
Jun 04, 2026
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 ANWPX is a Hold and IVIYX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 164B vs. IVIYX (899M). ANWPX pays higher dividends than IVIYX: ANWPX (0.96) vs IVIYX (0.00). ANWPX was incepted earlier than IVIYX: ANWPX (53 years) vs IVIYX (23 years). IVIYX (1.31) is less costly to investors than ANWPX (0.71). IVIYX is a more actively managed with annual turnover of: 55.00 vs. ANWPX (23.00). IVIYX has a lower initial minimum investment than ANWPX: IVIYX (0) vs ANWPX (250). ANWPX annual gain was more profitable for investors over the last year : 14.01 vs. IVIYX (9.23). ANWPX return over 5 years is better than : 19.74 vs. IVIYX (-29.23).
| ANWPX | IVIYX | ANWPX / IVIYX | |
| Total Expense Ratio | 0.71 | 1.10 | 65% |
| Annual Report Gross Expense Ratio | 0.71 | 1.31 | 54% |
| Fund Existence | 53 years | 23 years | - |
| Gain YTD | 7.265 | 8.489 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 899M | 18,242% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | 14.01 | 9.23 | 152% |
| Returns for 3 years | 44.56 | 40.13 | 111% |
| Returns for 5 years | 19.74 | -29.23 | -68% |
| Returns for 10 years | 116.32 | 6.57 | 1,772% |
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