IPETX
Price
$5.26
Change
-$0.02 (-0.38%)
Updated
Aug 5 closing price
Net Assets
528.95M
VIVAX
Price
$69.07
Change
-$0.06 (-0.09%)
Updated
Aug 6 closing price
Net Assets
195.81B
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IPETX vs VIVAX

Header iconIPETX vs VIVAX Comparison
Open Charts IPETX vs VIVAXBanner chart's image
Voya Large Cap Value Port S2
Price$5.26
Change-$0.02 (-0.38%)
VolumeN/A
Net Assets528.95M
Vanguard Value Index I
Price$69.07
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.81B
IPETX vs VIVAX Comparison Chart in %
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IPETX vs. VIVAX commentary
Aug 07, 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 IPETX is a Buy and VIVAX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. IPETX (529M). VIVAX pays higher dividends than IPETX: VIVAX (2.06) vs IPETX (1.35). IPETX was incepted earlier than VIVAX: IPETX (12 years) vs VIVAX (33 years). IPETX (1.27) is less costly to investors than VIVAX (0.17). IPETX is a more actively managed with annual turnover of: 101.00 vs. VIVAX (9.00). IPETX has a lower initial minimum investment than VIVAX: IPETX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.98 vs. IPETX (-3.36). VIVAX return over 5 years is better than : 67.53 vs. IPETX (-40.90).
IPETXVIVAXIPETX / VIVAX
Total Expense Ratio1.090.17641%
Annual Report Gross Expense Ratio1.270.17747%
Fund Existence12 years33 years-
Gain YTD-11.5224.695-245%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets529M196B0%
Annual Yield % from dividends1.352.0665%
Returns for 1 year-3.369.98-34%
Returns for 3 years9.7229.1133%
Returns for 5 years-40.9067.53-61%
Returns for 10 years-46.00113.05-41%
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