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IEFCX vs VGENX
IEFCX vs VGENX Comparison Chart
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IEFCX vs. VGENX commentary
May 22, 2025
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 IEFCX is a Buy and VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.63B vs. IEFCX (409M). IEFCX pays higher dividends than VGENX: IEFCX (4.74) vs VGENX (3.33). IEFCX was incepted earlier than VGENX: IEFCX (25 years) vs VGENX (41 years). IEFCX (2.02) is less costly to investors than VGENX (0.44). VGENX is a more actively managed with annual turnover of: 36.00 vs. IEFCX (28.00). IEFCX has a lower initial minimum investment than VGENX: IEFCX (1000) vs VGENX (3000). IEFCX annual gain was more profitable for investors over the last year : -5.47 vs. VGENX (-6.92). IEFCX return over 5 years is better than : 160.52 vs. VGENX (49.13).
| IEFCX | VGENX | IEFCX / VGENX | |
| Total Expense Ratio | 2.02 | 0.44 | 459% |
| Annual Report Gross Expense Ratio | 2.02 | 0.44 | 459% |
| Fund Existence | 25 years | 41 years | - |
| Gain YTD | 0.128 | 8.608 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 5.63B | 7% |
| Annual Yield % from dividends | 4.74 | 3.33 | 142% |
| Returns for 1 year | -5.47 | -6.92 | 79% |
| Returns for 3 years | 12.05 | 2.50 | 482% |
| Returns for 5 years | 160.52 | 49.13 | 327% |
| Returns for 10 years | -7.77 | -14.91 | 52% |
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