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IRTCX vs VVIAX
IRTCX vs VVIAX Comparison
Open Charts IRTCX vs VVIAX
Invesco Dividend Income R
Price$27.34
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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IRTCX vs VVIAX Comparison Chart
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IRTCX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. IRTCX (3.75B). VVIAX pays higher dividends than IRTCX: VVIAX (2.36) vs IRTCX (1.64). IRTCX was incepted earlier than VVIAX: IRTCX (4 years) vs VVIAX (24 years). IRTCX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (10.00). IRTCX has a lower initial minimum investment than VVIAX: IRTCX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. IRTCX (16.12).
| IRTCX | VVIAX | IRTCX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 12.206 | 16.303 | 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 | 2.36 | 70% |
| Returns for 1 year | 16.12 | 24.02 | 67% |
| Returns for 3 years | 15.06 | 28.29 | 53% |
| Returns for 5 years | N/A | 55.46 | - |
| Returns for 10 years | N/A | 114.04 | - |