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IRTCX vs VIVAX
IRTCX vs VIVAX Comparison
Open Charts IRTCX vs VIVAX
Invesco Dividend Income R
Price$27.77
Change-$0.14 (-0.50%)
VolumeN/A
Net Assets3.69B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
IRTCX vs VIVAX Comparison Chart in %
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IRTCX vs. VIVAX commentary
Aug 17, 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 IRTCX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. IRTCX (3.69B). VIVAX pays higher dividends than IRTCX: VIVAX (2.06) vs IRTCX (1.06). IRTCX was incepted earlier than VIVAX: IRTCX (5 years) vs VIVAX (33 years). IRTCX (1.19) is less costly to investors than VIVAX (0.17). IRTCX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (9.00). IRTCX has a lower initial minimum investment than VIVAX: IRTCX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. IRTCX (5.79). VIVAX return over 5 years is better than : 68.56 vs. IRTCX (38.52).
| IRTCX | VIVAX | IRTCX / VIVAX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.17 | 700% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 9.361 | 6.512 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 196B | 2% |
| Annual Yield % from dividends | 1.06 | 2.06 | 51% |
| Returns for 1 year | 5.79 | 7.90 | 73% |
| Returns for 3 years | 13.21 | 25.93 | 51% |
| Returns for 5 years | 38.52 | 68.56 | 56% |
| Returns for 10 years | N/A | 114.64 | - |
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