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IUTCX vs VVIAX
IUTCX vs VVIAX Comparison
Open Charts IUTCX vs VVIAX
Invesco Dividend Income C
Price$27.75
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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IUTCX vs VVIAX Comparison Chart
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IUTCX 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 IUTCX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. IUTCX (3.75B). VVIAX pays higher dividends than IUTCX: VVIAX (2.36) vs IUTCX (1.19). IUTCX was incepted earlier than VVIAX: IUTCX (25 years) vs VVIAX (24 years). IUTCX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (10.00). IUTCX has a lower initial minimum investment than VVIAX: IUTCX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. IUTCX (15.58). VVIAX return over 5 years is better than : 55.46 vs. IUTCX (24.48).
| IUTCX | VVIAX | IUTCX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 11.784 | 16.303 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 183B | 2% |
| Annual Yield % from dividends | 1.19 | 2.36 | 51% |
| Returns for 1 year | 15.58 | 24.02 | 65% |
| Returns for 3 years | 13.55 | 28.29 | 48% |
| Returns for 5 years | 24.48 | 55.46 | 44% |
| Returns for 10 years | 49.98 | 114.04 | 44% |