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IRTCX vs VIVAX
IRTCX vs VIVAX Comparison
Open Charts IRTCX vs VIVAX
Invesco Dividend Income R
Price$27.34
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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IRTCX vs VIVAX Comparison Chart
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IRTCX vs. VIVAX commentary
Sep 21, 2024
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: 183B vs. IRTCX (3.75B). VIVAX pays higher dividends than IRTCX: VIVAX (2.25) vs IRTCX (1.64). IRTCX was incepted earlier than VIVAX: IRTCX (4 years) vs VIVAX (32 years). IRTCX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (10.00). 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 : 23.98 vs. IRTCX (16.12).
| IRTCX | VIVAX | IRTCX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 32 years | - |
| Gain YTD | 12.206 | 16.261 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 183B | 2% |
| Annual Yield % from dividends | 1.64 | 2.25 | 73% |
| Returns for 1 year | 16.12 | 23.98 | 67% |
| Returns for 3 years | 15.06 | 28.28 | 53% |
| Returns for 5 years | N/A | 55.44 | - |
| Returns for 10 years | N/A | 113.95 | - |