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IVEIX vs VGENX
IVEIX vs VGENX Comparison Chart in %
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IVEIX vs. VGENX commentary
Oct 09, 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 VGENX is a Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.02B vs. IVEIX (102M). VGENX pays higher dividends than IVEIX: VGENX (3.04) vs IVEIX (1.14). IVEIX was incepted earlier than VGENX: IVEIX (19 years) vs VGENX (41 years). IVEIX (1.18) is less costly to investors than VGENX (0.45). VGENX is a more actively managed with annual turnover of: 36.00 vs. IVEIX (20.00). 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 : 7.29 vs. VGENX (-1.22). IVEIX return over 5 years is better than : 188.51 vs. VGENX (72.01).
| IVEIX | VGENX | IVEIX / VGENX | |
| Total Expense Ratio | 0.99 | 0.45 | 220% |
| Annual Report Gross Expense Ratio | 1.18 | 0.45 | 262% |
| Fund Existence | 19 years | 41 years | - |
| Gain YTD | 16.918 | 18.127 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 6.02B | 2% |
| Annual Yield % from dividends | 1.14 | 3.04 | 38% |
| Returns for 1 year | 7.29 | -1.22 | -599% |
| Returns for 3 years | 17.47 | 17.15 | 102% |
| Returns for 5 years | 188.51 | 72.01 | 262% |
| Returns for 10 years | -9.36 | 7.23 | -129% |
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