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IPESX vs VIVIX
IPESX vs VIVIX Comparison
Open Charts IPESX vs VIVIX
Voya Large Cap Value Port S
Price$6.01
Change+$0.04 (+0.67%)
VolumeN/A
Net Assets514.84M
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
IPESX vs VIVIX Comparison Chart
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IPESX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. IPESX (515M). VIVIX pays higher dividends than IPESX: VIVIX (2.35) vs IPESX (1.63). IPESX was incepted earlier than VIVIX: IPESX (18 years) vs VIVIX (27 years). IPESX (1.13) is less costly to investors than VIVIX (0.04). IPESX is a more actively managed with annual turnover of: 101.00 vs. VIVIX (9.00). IPESX has a lower initial minimum investment than VIVIX: IPESX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.12 vs. IPESX (2.88). VIVIX return over 5 years is better than : 72.19 vs. IPESX (-33.91).
| IPESX | VIVIX | IPESX / VIVIX | |
| Total Expense Ratio | 0.94 | 0.04 | 2,350% |
| Annual Report Gross Expense Ratio | 1.13 | 0.04 | 2,825% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 0.336 | -0.942 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 184B | 0% |
| Annual Yield % from dividends | 1.63 | 2.35 | 69% |
| Returns for 1 year | 2.88 | 5.12 | 56% |
| Returns for 3 years | -51.81 | 20.66 | -251% |
| Returns for 5 years | -33.91 | 72.19 | -47% |
| Returns for 10 years | -43.31 | 96.21 | -45% |
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