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IEFCX vs VGENX
IEFCX vs VGENX Comparison Chart
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IEFCX vs. VGENX commentary
Jun 15, 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 StrongBuy and VGENX is a Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.75B vs. IEFCX (438M). IEFCX pays higher dividends than VGENX: IEFCX (4.58) vs VGENX (3.25). 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 : 7.82 vs. VGENX (0.21). IEFCX return over 5 years is better than : 164.99 vs. VGENX (46.70).
| 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 | 7.637 | 12.416 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 438M | 5.75B | 8% |
| Annual Yield % from dividends | 4.58 | 3.25 | 141% |
| Returns for 1 year | 7.82 | 0.21 | 3,739% |
| Returns for 3 years | 17.08 | 9.50 | 180% |
| Returns for 5 years | 164.99 | 46.70 | 353% |
| Returns for 10 years | 2.54 | -8.64 | -29% |
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