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IVEIX vs VGENX
IVEIX vs VGENX Comparison Chart in %
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IVEIX vs. VGENX commentary
Aug 07, 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 StrongBuy and VGENX is a Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.92B vs. IVEIX (98.1M). VGENX pays higher dividends than IVEIX: VGENX (3.13) vs IVEIX (1.22). IVEIX was incepted earlier than VGENX: IVEIX (18 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 : 3.55 vs. VGENX (-0.74). IVEIX return over 5 years is better than : 131.82 vs. VGENX (46.39).
| IVEIX | VGENX | IVEIX / VGENX | |
| Total Expense Ratio | 0.99 | 0.45 | 220% |
| Annual Report Gross Expense Ratio | 1.18 | 0.45 | 262% |
| Fund Existence | 18 years | 41 years | - |
| Gain YTD | 7.004 | 11.975 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 5.92B | 2% |
| Annual Yield % from dividends | 1.22 | 3.13 | 39% |
| Returns for 1 year | 3.55 | -0.74 | -481% |
| Returns for 3 years | -2.07 | 11.66 | -18% |
| Returns for 5 years | 131.82 | 46.39 | 284% |
| Returns for 10 years | -14.89 | 5.02 | -296% |
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