Ad is loading...
IPESX vs VIVIX
IPESX vs VIVIX Comparison
Open Charts IPESX vs VIVIX
Voya Large Cap Value Port S
Price$5.61
Change-$0.16 (-2.77%)
VolumeN/A
Net Assets498.09M
Vanguard Value Index I
Price$62.24
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
IPESX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IPESX vs. VIVIX commentary
Apr 11, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. IPESX (498M). VIVIX pays higher dividends than IPESX: VIVIX (2.27) vs IPESX (1.56). 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: 82.00 vs. VIVIX (10.00). 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 : 3.31 vs. IPESX (-0.23). VIVIX return over 5 years is better than : 68.72 vs. IPESX (-34.46).
| 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 | -3.025 | -3.168 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 498M | 191B | 0% |
| Annual Yield % from dividends | 1.56 | 2.27 | 69% |
| Returns for 1 year | -0.23 | 3.31 | -7% |
| Returns for 3 years | -56.91 | 10.80 | -527% |
| Returns for 5 years | -34.46 | 68.72 | -50% |
| Returns for 10 years | -44.82 | 94.30 | -48% |