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DDFIX vs VIVAX
DDFIX vs VIVAX Comparison
Open Charts DDFIX vs VIVAX
Invesco Diversified Dividend R5
Price$19.73
Change-$0.03 (-0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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DDFIX vs VIVAX Comparison Chart
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DDFIX vs. VIVAX commentary
Sep 21, 2024
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 DDFIX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. DDFIX (11.3B). VIVAX pays higher dividends than DDFIX: VIVAX (2.25) vs DDFIX (1.89). DDFIX was incepted earlier than VIVAX: DDFIX (19 years) vs VIVAX (32 years). DDFIX is a more actively managed with annual turnover of: 39.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than DDFIX: VIVAX (3000) vs DDFIX (1000000). VIVAX annual gain was more profitable for investors over the last year : 23.98 vs. DDFIX (15.51). VIVAX return over 5 years is better than : 55.44 vs. DDFIX (8.22).
| DDFIX | VIVAX | DDFIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 13.105 | 16.261 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 183B | 6% |
| Annual Yield % from dividends | 1.89 | 2.25 | 84% |
| Returns for 1 year | 15.51 | 23.98 | 65% |
| Returns for 3 years | -3.70 | 28.28 | -13% |
| Returns for 5 years | 8.22 | 55.44 | 15% |
| Returns for 10 years | 33.51 | 113.95 | 29% |