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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
Aug 23, 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 StrongBuy and IVIYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 166B vs. IVIYX (896M). ANWPX pays higher dividends than IVIYX: ANWPX (0.98) 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: 46.00 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 : 8.89 vs. IVIYX (6.22). ANWPX return over 5 years is better than : 16.02 vs. IVIYX (-29.00).
| 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 | 8.129 | 11.241 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166B | 896M | 18,527% |
| Annual Yield % from dividends | 0.98 | 0.00 | - |
| Returns for 1 year | 8.89 | 6.22 | 143% |
| Returns for 3 years | 44.24 | 40.79 | 108% |
| Returns for 5 years | 16.02 | -29.00 | -55% |
| Returns for 10 years | 109.90 | 7.30 | 1,505% |
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