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IVEIX vs VGENX
IVEIX vs VGENX Comparison Chart
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IVEIX vs. VGENX commentary
Mar 11, 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 Hold and VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.67B vs. IVEIX (103M). VGENX pays higher dividends than IVEIX: VGENX (3.27) vs IVEIX (1.31). IVEIX was incepted earlier than VGENX: IVEIX (18 years) vs VGENX (41 years). IVEIX (1.18) is less costly to investors than VGENX (0.44). VGENX is a more actively managed with annual turnover of: 29.00 vs. IVEIX (13.00). IVEIX has a lower initial minimum investment than VGENX: IVEIX (0) vs VGENX (3000). IVEIX annual gain was more profitable for investors over the last year : 0.61 vs. VGENX (-2.92). IVEIX return over 5 years is better than : 157.82 vs. VGENX (56.05).
| IVEIX | VGENX | IVEIX / VGENX | |
| Total Expense Ratio | 0.99 | 0.44 | 225% |
| Annual Report Gross Expense Ratio | 1.18 | 0.44 | 268% |
| Fund Existence | 18 years | 41 years | - |
| Gain YTD | -0.108 | 2.807 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 5.67B | 2% |
| Annual Yield % from dividends | 1.31 | 3.27 | 40% |
| Returns for 1 year | 0.61 | -2.92 | -21% |
| Returns for 3 years | 1.74 | 10.83 | 16% |
| Returns for 5 years | 157.82 | 56.05 | 282% |
| Returns for 10 years | -26.87 | -7.67 | 350% |
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