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IPESX vs VVIAX
IPESX vs VVIAX Comparison
Open Charts IPESX vs VVIAX
Voya Large Cap Value Port S
Price$5.61
Change-$0.16 (-2.77%)
VolumeN/A
Net Assets498.09M
Vanguard Value Index Adm
Price$62.24
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
IPESX vs VVIAX Comparison Chart
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IPESX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. IPESX (498M). VVIAX pays higher dividends than IPESX: VVIAX (2.26) vs IPESX (1.56). IPESX was incepted earlier than VVIAX: IPESX (18 years) vs VVIAX (24 years). IPESX (1.13) is less costly to investors than VVIAX (0.05). IPESX is a more actively managed with annual turnover of: 82.00 vs. VVIAX (10.00). 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 : 3.29 vs. IPESX (-0.23). VVIAX return over 5 years is better than : 68.72 vs. IPESX (-34.46).
| IPESX | VVIAX | IPESX / VVIAX | |
| Total Expense Ratio | 0.94 | 0.05 | 1,880% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -3.025 | -3.183 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 498M | 191B | 0% |
| Annual Yield % from dividends | 1.56 | 2.26 | 69% |
| Returns for 1 year | -0.23 | 3.29 | -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% |