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IVGIX vs VVIAX
IVGIX vs VVIAX Comparison
Open Charts IVGIX vs VVIAX
VY® Invesco Growth and Income I
Price$21.94
Change-$0.59 (-2.62%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
IVGIX vs VVIAX Comparison Chart
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IVGIX vs. VVIAX 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 IVGIX is a Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. IVGIX (158M). VVIAX pays higher dividends than IVGIX: VVIAX (2.36) vs IVGIX (1.81). IVGIX was incepted earlier than VVIAX: IVGIX (19 years) vs VVIAX (24 years). IVGIX has a lower initial minimum investment than VVIAX: IVGIX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.71 vs. IVGIX (7.04). VVIAX return over 5 years is better than : 40.22 vs. IVGIX (8.69).
| IVGIX | VVIAX | IVGIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 5.905 | 13.115 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 195B | 0% |
| Annual Yield % from dividends | 1.81 | 2.36 | 77% |
| Returns for 1 year | 7.04 | 12.71 | 55% |
| Returns for 3 years | -7.31 | 17.45 | -42% |
| Returns for 5 years | 8.69 | 40.22 | 22% |
| Returns for 10 years | -11.67 | 99.66 | -12% |
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