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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 169B vs. IVIYX (864M). ANWPX pays higher dividends than IVIYX: ANWPX (0.96) vs IVIYX (0.00). ANWPX was incepted earlier than IVIYX: ANWPX (54 years) vs IVIYX (23 years). IVIYX (1.30) 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 : 4.04 vs. IVIYX (1.26). ANWPX return over 5 years is better than : 11.02 vs. IVIYX (-32.06).
| ANWPX | IVIYX | ANWPX / IVIYX | |
| Total Expense Ratio | 0.71 | 1.10 | 65% |
| Annual Report Gross Expense Ratio | 0.71 | 1.30 | 55% |
| Fund Existence | 54 years | 23 years | - |
| Gain YTD | 6.585 | 8.749 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169B | 864M | 19,560% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | 4.04 | 1.26 | 321% |
| Returns for 3 years | 40.12 | 35.08 | 114% |
| Returns for 5 years | 11.02 | -32.06 | -34% |
| Returns for 10 years | 111.25 | 6.61 | 1,684% |
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