IPESX
Price
$5.28
Change
+$0.02 (+0.38%)
Updated
Jul 16 closing price
Net Assets
451.09M
VIVAX
Price
$69.05
Change
+$0.32 (+0.47%)
Updated
Jul 16 closing price
Net Assets
195.18B
Interact to see
Advertisement

IPESX vs VIVAX

Header iconIPESX vs VIVAX Comparison
Open Charts IPESX vs VIVAXBanner chart's image
Voya Large Cap Value Port S
Price$5.28
Change+$0.02 (+0.38%)
VolumeN/A
Net Assets451.09M
Vanguard Value Index I
Price$69.05
Change+$0.32 (+0.47%)
VolumeN/A
Net Assets195.18B
IPESX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IPESX vs. VIVAX commentary
Jul 17, 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 IPESX is a Hold and VIVAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. IPESX (451M). VIVAX pays higher dividends than IPESX: VIVAX (2.06) vs IPESX (1.52). IPESX was incepted earlier than VIVAX: IPESX (18 years) vs VIVAX (33 years). IPESX (1.12) is less costly to investors than VIVAX (0.17). IPESX is a more actively managed with annual turnover of: 101.00 vs. VIVAX (9.00). IPESX has a lower initial minimum investment than VIVAX: IPESX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.39 vs. IPESX (-8.11). VIVAX return over 5 years is better than : 70.22 vs. IPESX (-39.65).
IPESXVIVAXIPESX / VIVAX
Total Expense Ratio0.940.17553%
Annual Report Gross Expense Ratio1.120.17659%
Fund Existence18 years33 years-
Gain YTD-11.5604.089-283%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets451M195B0%
Annual Yield % from dividends1.522.0674%
Returns for 1 year-8.115.39-150%
Returns for 3 years16.2533.3849%
Returns for 5 years-39.6570.22-56%
Returns for 10 years-46.70107.11-44%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
OBTC34.400.65
+1.93%
Osprey Bitcoin Trust
PGX11.190.02
+0.18%
Invesco Preferred ETF
VLU193.340.16
+0.08%
SPDR® S&P 1500 Value Tilt ETF
LIAY247.29N/A
N/A
LifeX 2064 Inflation-Protected Longevity Income ETF
XNOV35.68-0.02
-0.05%
FT Vest US Eq Enh & Mod Buf ETF-Nov