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IVGSX vs VIVAX
IVGSX vs VIVAX Comparison
Open Charts IVGSX vs VIVAX
VY® Invesco Growth and Income S
Price$22.33
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets147.69M
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
IVGSX vs VIVAX Comparison Chart
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IVGSX vs. VIVAX commentary
May 23, 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: 184B vs. IVGSX (148M). VIVAX pays higher dividends than IVGSX: VIVAX (2.22) vs IVGSX (1.33). 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 : 4.71 vs. IVGSX (-4.21). VIVAX return over 5 years is better than : 75.18 vs. IVGSX (38.15).
| 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 | 1.108 | 0.375 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 184B | 0% |
| Annual Yield % from dividends | 1.33 | 2.22 | 60% |
| Returns for 1 year | -4.21 | 4.71 | -89% |
| Returns for 3 years | -3.60 | 21.97 | -16% |
| Returns for 5 years | 38.15 | 75.18 | 51% |
| Returns for 10 years | -15.87 | 97.35 | -16% |
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