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IVGIX vs VIVAX
IVGIX vs VIVAX Comparison
Open Charts IVGIX vs VIVAX
VY® Invesco Growth and Income I
Price$21.82
Change-$0.44 (-1.98%)
VolumeN/A
Net Assets152.59M
Vanguard Value Index I
Price$67.23
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
IVGIX vs VIVAX Comparison Chart
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IVGIX vs. VIVAX commentary
Mar 11, 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 IVGIX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. IVGIX (153M). VIVAX pays higher dividends than IVGIX: VIVAX (2.08) vs IVGIX (1.49). IVGIX was incepted earlier than VIVAX: IVGIX (19 years) vs VIVAX (32 years). IVGIX (0.64) is less costly to investors than VIVAX (0.17). IVGIX is a more actively managed with annual turnover of: 28.00 vs. VIVAX (10.00). IVGIX has a lower initial minimum investment than VIVAX: IVGIX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 10.21 vs. IVGIX (-1.34). VIVAX return over 5 years is better than : 64.65 vs. IVGIX (26.43).
| IVGIX | VIVAX | IVGIX / VIVAX | |
| Total Expense Ratio | 0.61 | 0.17 | 359% |
| Annual Report Gross Expense Ratio | 0.64 | 0.17 | 376% |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 0.678 | 3.043 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 195B | 0% |
| Annual Yield % from dividends | 1.49 | 2.08 | 72% |
| Returns for 1 year | -1.34 | 10.21 | -13% |
| Returns for 3 years | -7.60 | 24.24 | -31% |
| Returns for 5 years | 26.43 | 64.65 | 41% |
| Returns for 10 years | -10.54 | 111.18 | -9% |
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