IPESX
Price
$5.25
Change
+$0.01 (+0.19%)
Updated
Aug 8 closing price
Net Assets
528.54M
VIVIX
Price
$69.40
Change
+$0.42 (+0.61%)
Updated
Aug 8 closing price
Net Assets
195.81B
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IPESX vs VIVIX

Header iconIPESX vs VIVIX Comparison
Open Charts IPESX vs VIVIXBanner chart's image
Voya Large Cap Value Port S
Price$5.25
Change+$0.01 (+0.19%)
VolumeN/A
Net Assets528.54M
Vanguard Value Index I
Price$69.40
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
IPESX vs VIVIX Comparison Chart in %
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IPESX vs. VIVIX commentary
Aug 10, 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 Buy and VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. IPESX (529M). VIVIX pays higher dividends than IPESX: VIVIX (2.19) vs IPESX (1.43). IPESX was incepted earlier than VIVIX: IPESX (18 years) vs VIVIX (27 years). IPESX (1.12) 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 : 9.20 vs. IPESX (-5.86). VIVIX return over 5 years is better than : 68.25 vs. IPESX (-41.31).
IPESXVIVIXIPESX / VIVIX
Total Expense Ratio0.940.042,350%
Annual Report Gross Expense Ratio1.120.042,800%
Fund Existence18 years27 years-
Gain YTD-11.7295.154-228%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets529M196B0%
Annual Yield % from dividends1.432.1965%
Returns for 1 year-5.869.20-64%
Returns for 3 years9.5729.2933%
Returns for 5 years-41.3168.25-61%
Returns for 10 years-45.80113.00-41%
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