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IPESX vs VVIAX
IPESX vs VVIAX Comparison
Open Charts IPESX vs VVIAX
Voya Large Cap Value Port S
Price$6.12
Change+$0.03 (+0.49%)
VolumeN/A
Net Assets594.59M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
IPESX vs VVIAX Comparison Chart
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IPESX vs. VVIAX commentary
Jan 19, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. IPESX (595M). VVIAX pays higher dividends than IPESX: VVIAX (2.36) vs IPESX (1.48). IPESX was incepted earlier than VVIAX: IPESX (18 years) vs VVIAX (24 years). IPESX has a lower initial minimum investment than VVIAX: IPESX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 18.18 vs. IPESX (14.38). VVIAX return over 5 years is better than : 44.18 vs. IPESX (-45.58).
| IPESX | VVIAX | IPESX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 2.857 | 3.195 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 184B | 0% |
| Annual Yield % from dividends | 1.48 | 2.36 | 63% |
| Returns for 1 year | 14.38 | 18.18 | 79% |
| Returns for 3 years | -53.60 | 18.46 | -290% |
| Returns for 5 years | -45.58 | 44.18 | -103% |
| Returns for 10 years | -39.55 | 111.13 | -36% |
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