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IVGSX vs VIVAX
IVGSX vs VIVAX Comparison
Open Charts IVGSX vs VIVAX
VY® Invesco Growth and Income S
Price$22.25
Change-$0.46 (-2.03%)
VolumeN/A
Net Assets152.59M
Vanguard Value Index I
Price$67.23
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
IVGSX vs VIVAX Comparison Chart
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IVGSX 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 IVGSX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. IVGSX (153M). VIVAX pays higher dividends than IVGSX: VIVAX (2.08) vs IVGSX (1.22). IVGSX was incepted earlier than VIVAX: IVGSX (31 years) vs VIVAX (32 years). IVGSX (0.89) is less costly to investors than VIVAX (0.17). IVGSX is a more actively managed with annual turnover of: 28.00 vs. VIVAX (10.00). 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 : 10.21 vs. IVGSX (-1.32). VIVAX return over 5 years is better than : 64.65 vs. IVGSX (25.82).
| IVGSX | VIVAX | IVGSX / VIVAX | |
| Total Expense Ratio | 0.86 | 0.17 | 506% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 31 years | 32 years | - |
| Gain YTD | 0.665 | 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 | 1.22 | 2.08 | 59% |
| Returns for 1 year | -1.32 | 10.21 | -13% |
| Returns for 3 years | -7.71 | 24.24 | -32% |
| Returns for 5 years | 25.82 | 64.65 | 40% |
| Returns for 10 years | -11.71 | 111.18 | -11% |
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