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IVGSX vs VIVAX
IVGSX vs VIVAX Comparison
Open Charts IVGSX vs VIVAX
VY® Invesco Growth and Income S
Price$21.27
Change+$0.30 (+1.43%)
VolumeN/A
Net Assets136.59M
Vanguard Value Index I
Price$64.41
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
IVGSX vs VIVAX Comparison Chart
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IVGSX vs. VIVAX commentary
Apr 25, 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: 191B vs. IVGSX (137M). VIVAX pays higher dividends than IVGSX: VIVAX (2.14) vs IVGSX (1.27). 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: 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 : 3.39 vs. IVGSX (-10.15). VIVAX return over 5 years is better than : 69.89 vs. IVGSX (31.56).
| IVGSX | VIVAX | IVGSX / VIVAX | |
| Total Expense Ratio | 0.86 | 0.17 | 506% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -7.048 | -3.426 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 191B | 0% |
| Annual Yield % from dividends | 1.27 | 2.14 | 60% |
| Returns for 1 year | -10.15 | 3.39 | -299% |
| Returns for 3 years | -16.28 | 12.71 | -128% |
| Returns for 5 years | 31.56 | 69.89 | 45% |
| Returns for 10 years | -21.32 | 92.45 | -23% |
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