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IVEIX vs VGENX
IVEIX vs VGENX Comparison Chart
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IVEIX vs. VGENX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.99B vs. IVEIX (113M). VGENX pays higher dividends than IVEIX: VGENX (3.78) vs IVEIX (2.74). IVEIX was incepted earlier than VGENX: IVEIX (18 years) vs VGENX (41 years). IVEIX is a more actively managed with annual turnover of: 108.00 vs. VGENX (29.00). 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 : 0.51 vs. VGENX (0.37). IVEIX return over 5 years is better than : 18.82 vs. VGENX (3.12).
| IVEIX | VGENX | IVEIX / VGENX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 41 years | - |
| Gain YTD | -1.451 | 6.128 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 5.99B | 2% |
| Annual Yield % from dividends | 2.74 | 3.78 | 72% |
| Returns for 1 year | 0.51 | 0.37 | 140% |
| Returns for 3 years | 37.27 | 28.59 | 130% |
| Returns for 5 years | 18.82 | 3.12 | 603% |
| Returns for 10 years | -28.77 | -12.86 | 224% |
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