IPETX
Price
$5.26
Change
-$0.02 (-0.38%)
Updated
Aug 5 closing price
Net Assets
528.95M
VIVIX
Price
$69.05
Change
-$0.06 (-0.09%)
Updated
Aug 6 closing price
Net Assets
195.81B
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IPETX vs VIVIX

Header iconIPETX vs VIVIX Comparison
Open Charts IPETX vs VIVIXBanner 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$69.05
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.81B
IPETX vs VIVIX Comparison Chart in %
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IPETX vs. VIVIX 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 VIVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. IPETX (529M). VIVIX pays higher dividends than IPETX: VIVIX (2.19) vs IPETX (1.35). IPETX was incepted earlier than VIVIX: IPETX (12 years) vs VIVIX (27 years). IPETX (1.27) is less costly to investors than VIVIX (0.04). IPETX is a more actively managed with annual turnover of: 101.00 vs. VIVIX (9.00). IPETX has a lower initial minimum investment than VIVIX: IPETX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 10.84 vs. IPETX (-3.36). VIVIX return over 5 years is better than : 69.40 vs. IPETX (-40.90).
IPETXVIVIXIPETX / VIVIX
Total Expense Ratio1.090.042,725%
Annual Report Gross Expense Ratio1.270.043,175%
Fund Existence12 years27 years-
Gain YTD-11.5224.700-245%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets529M196B0%
Annual Yield % from dividends1.352.1962%
Returns for 1 year-3.3610.84-31%
Returns for 3 years9.7229.0933%
Returns for 5 years-40.9069.40-59%
Returns for 10 years-46.00112.99-41%
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