Interact to see
Advertisement
Advertisement
ANWPX vs IVIYX
ANWPX vs IVIYX Comparison
Open Charts ANWPX vs IVIYX
ANWPX vs IVIYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. IVIYX commentary
Aug 03, 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 Buy and IVIYX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 170B vs. IVIYX (888M). 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 : 6.80 vs. IVIYX (5.22). ANWPX return over 5 years is better than : 12.63 vs. IVIYX (-30.52).
| 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 | 4.943 | 9.450 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170B | 888M | 19,144% |
| Annual Yield % from dividends | 0.98 | 0.00 | - |
| Returns for 1 year | 6.80 | 5.22 | 130% |
| Returns for 3 years | 33.92 | 32.85 | 103% |
| Returns for 5 years | 12.63 | -30.52 | -41% |
| Returns for 10 years | 106.81 | 8.11 | 1,317% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LSGGX | 22.56 | 0.23 | +1.03% |
| Loomis Sayles Global Growth Y | |||
| TBDAX | 21.93 | 0.22 | +1.01% |
| PGIM Jennison Diversified Growth A | |||
| EPLMX | 25.79 | N/A | N/A |
| NYLI Epoch U.S. Equity Yield SIMPLE Cl | |||
| GSRKX | 24.56 | -0.06 | -0.24% |
| Goldman Sachs International Eq Inc R | |||
| VSGAX | 119.67 | -0.36 | -0.30% |
| Vanguard Morn Small Cap Growth Idx Adm | |||