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IVGAX vs VIVIX
IVGAX vs VIVIX Comparison
Open Charts IVGAX vs VIVIX
VY® Invesco Growth and Income A
Price$21.77
Change+$0.17 (+0.79%)
VolumeN/A
Net Assets147.96M
Vanguard Value Index I
Price$67.61
Change+$0.38 (+0.57%)
VolumeN/A
Net Assets195.24B
IVGAX vs VIVIX Comparison Chart
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IVGAX vs. VIVIX commentary
Apr 04, 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 IVGAX is a StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. IVGAX (148M). VIVIX pays higher dividends than IVGAX: VIVIX (2.27) vs IVGAX (1.00). IVGAX was incepted earlier than VIVIX: IVGAX (21 years) vs VIVIX (27 years). IVGAX (1.24) is less costly to investors than VIVIX (0.04). IVGAX is a more actively managed with annual turnover of: 28.00 vs. VIVIX (10.00). IVGAX has a lower initial minimum investment than VIVIX: IVGAX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.07 vs. IVGAX (-6.45). VIVIX return over 5 years is better than : 100.53 vs. IVGAX (53.85).
| IVGAX | VIVIX | IVGAX / VIVIX | |
| Total Expense Ratio | 1.21 | 0.04 | 3,025% |
| Annual Report Gross Expense Ratio | 1.24 | 0.04 | 3,100% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -0.781 | 1.846 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 195B | 0% |
| Annual Yield % from dividends | 1.00 | 2.27 | 44% |
| Returns for 1 year | -6.45 | 7.07 | -91% |
| Returns for 3 years | -15.86 | 16.40 | -97% |
| Returns for 5 years | 53.85 | 100.53 | 54% |
| Returns for 10 years | -18.81 | 107.06 | -18% |
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