Interact to see
Advertisement
Advertisement
IVEIX vs VGENX
IVEIX vs VGENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVEIX vs. VGENX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.12B vs. IVEIX (101M). VGENX pays higher dividends than IVEIX: VGENX (2.98) vs IVEIX (1.12). IVEIX was incepted earlier than VGENX: IVEIX (19 years) vs VGENX (42 years). IVEIX (1.25) 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 : 11.07 vs. VGENX (0.68). IVEIX return over 5 years is better than : 144.85 vs. VGENX (67.40).
| IVEIX | VGENX | IVEIX / VGENX | |
| Total Expense Ratio | 0.99 | 0.45 | 220% |
| Annual Report Gross Expense Ratio | 1.25 | 0.45 | 278% |
| Fund Existence | 19 years | 42 years | - |
| Gain YTD | 17.134 | 22.376 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 6.12B | 2% |
| Annual Yield % from dividends | 1.12 | 2.98 | 38% |
| Returns for 1 year | 11.07 | 0.68 | 1,638% |
| Returns for 3 years | 4.33 | 10.92 | 40% |
| Returns for 5 years | 144.85 | 67.40 | 215% |
| Returns for 10 years | -3.89 | 16.67 | -23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers