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IVGIX vs VVIAX
IVGIX vs VVIAX Comparison
Open Charts IVGIX vs VVIAX
VY® Invesco Growth and Income I
Price$22.97
Change+$0.17 (+0.75%)
VolumeN/A
Net Assets159.59M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
IVGIX vs VVIAX Comparison Chart
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IVGIX vs. VVIAX commentary
Jan 19, 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 Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. IVGIX (160M). 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 : 18.18 vs. IVGIX (9.70). VVIAX return over 5 years is better than : 44.18 vs. IVGIX (8.16).
| 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 | 3.890 | 3.195 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 184B | 0% |
| Annual Yield % from dividends | 1.81 | 2.36 | 77% |
| Returns for 1 year | 9.70 | 18.18 | 53% |
| Returns for 3 years | -10.39 | 18.46 | -56% |
| Returns for 5 years | 8.16 | 44.18 | 18% |
| Returns for 10 years | -6.22 | 111.13 | -6% |