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IVEIX vs VGELX
IVEIX vs VGELX Comparison Chart in %
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IVEIX vs. VGELX commentary
Aug 29, 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 IVEIX is a Buy and VGELX is a Buy.
FUNDAMENTALS
Fundamentals
VGELX has more cash in the bank: 5.92B vs. IVEIX (98.8M). VGELX pays higher dividends than IVEIX: VGELX (3.21) vs IVEIX (1.22). IVEIX was incepted earlier than VGELX: IVEIX (18 years) vs VGELX (24 years). IVEIX (1.18) is less costly to investors than VGELX (0.37). VGELX is a more actively managed with annual turnover of: 36.00 vs. IVEIX (20.00). IVEIX has a lower initial minimum investment than VGELX: IVEIX (0) vs VGELX (50000). IVEIX annual gain was more profitable for investors over the last year : 0.96 vs. VGELX (-0.18). IVEIX return over 5 years is better than : 137.97 vs. VGELX (54.81).
| IVEIX | VGELX | IVEIX / VGELX | |
| Total Expense Ratio | 0.99 | 0.37 | 268% |
| Annual Report Gross Expense Ratio | 1.18 | 0.37 | 319% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 9.375 | 13.494 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.8M | 5.92B | 2% |
| Annual Yield % from dividends | 1.22 | 3.21 | 38% |
| Returns for 1 year | 0.96 | -0.18 | -543% |
| Returns for 3 years | -3.91 | 7.52 | -52% |
| Returns for 5 years | 137.97 | 54.81 | 252% |
| Returns for 10 years | -13.21 | 12.37 | -107% |
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