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IVGSX vs VIVAX
IVGSX vs VIVAX Comparison
Open Charts IVGSX vs VIVAX
VY® Invesco Growth and Income S
Price$19.48
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets156.27M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
IVGSX vs VIVAX Comparison Chart in %
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IVGSX vs. VIVAX commentary
Jul 27, 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 IVGSX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. IVGSX (156M). VIVAX pays higher dividends than IVGSX: VIVAX (2.06) vs IVGSX (1.20). IVGSX was incepted earlier than VIVAX: IVGSX (32 years) vs VIVAX (33 years). IVGSX (0.89) is less costly to investors than VIVAX (0.17). IVGSX is a more actively managed with annual turnover of: 30.00 vs. VIVAX (9.00). IVGSX has a lower initial minimum investment than VIVAX: IVGSX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. IVGSX (-6.28). VIVAX return over 5 years is better than : 74.87 vs. IVGSX (25.09).
| IVGSX | VIVAX | IVGSX / VIVAX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -11.306 | 6.724 | -168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 195B | 0% |
| Annual Yield % from dividends | 1.20 | 2.06 | 58% |
| Returns for 1 year | -6.28 | 9.76 | -64% |
| Returns for 3 years | 0.69 | 34.31 | 2% |
| Returns for 5 years | 25.09 | 74.87 | 34% |
| Returns for 10 years | -13.46 | 116.32 | -12% |