Ad is loading...
IPESX vs VIVAX
IPESX vs VIVAX Comparison
Open Charts IPESX vs VIVAX
Voya Large Cap Value Port S
Price$6.01
Change+$0.04 (+0.67%)
VolumeN/A
Net Assets514.84M
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
IPESX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IPESX vs. VIVAX commentary
May 09, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. IPESX (515M). VIVAX pays higher dividends than IPESX: VIVAX (2.22) vs IPESX (1.63). IPESX was incepted earlier than VIVAX: IPESX (18 years) vs VIVAX (33 years). IPESX (1.13) 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 : 5.12 vs. IPESX (2.88). VIVAX return over 5 years is better than : 72.17 vs. IPESX (-33.91).
| IPESX | VIVAX | IPESX / VIVAX | |
| Total Expense Ratio | 0.94 | 0.17 | 553% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 0.336 | -0.958 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 184B | 0% |
| Annual Yield % from dividends | 1.63 | 2.22 | 73% |
| Returns for 1 year | 2.88 | 5.12 | 56% |
| Returns for 3 years | -51.81 | 20.66 | -251% |
| Returns for 5 years | -33.91 | 72.17 | -47% |
| Returns for 10 years | -43.31 | 96.24 | -45% |
View a ticker or compare two or three
VS
VS
Ad is loading...