Ad is loading...
IVGSX vs VIVIX
IVGSX vs VIVIX Comparison
Open Charts IVGSX vs VIVIX
VY® Invesco Growth and Income S
Price$19.74
Change-$0.24 (-1.20%)
VolumeN/A
Net Assets131.67M
Vanguard Value Index I
Price$59.98
Change-$0.78 (-1.28%)
VolumeN/A
Net Assets190.51B
IVGSX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVGSX vs. VIVIX commentary
Apr 10, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. IVGSX (132M). VIVIX pays higher dividends than IVGSX: VIVIX (2.27) vs IVGSX (1.27). IVGSX was incepted earlier than VIVIX: IVGSX (32 years) vs VIVIX (27 years). IVGSX (0.89) is less costly to investors than VIVIX (0.04). IVGSX is a more actively managed with annual turnover of: 28.00 vs. VIVIX (10.00). IVGSX has a lower initial minimum investment than VIVIX: IVGSX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : -2.91 vs. IVGSX (-15.85). VIVIX return over 5 years is better than : 60.38 vs. IVGSX (23.28).
| IVGSX | VIVIX | IVGSX / VIVIX | |
| Total Expense Ratio | 0.86 | 0.04 | 2,150% |
| Annual Report Gross Expense Ratio | 0.89 | 0.04 | 2,225% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | -11.436 | -7.956 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 191B | 0% |
| Annual Yield % from dividends | 1.27 | 2.27 | 56% |
| Returns for 1 year | -15.85 | -2.91 | 544% |
| Returns for 3 years | -22.99 | 4.39 | -524% |
| Returns for 5 years | 23.28 | 60.38 | 39% |
| Returns for 10 years | -25.26 | 83.86 | -30% |