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IVGSX vs VVIAX
IVGSX vs VVIAX Comparison
Open Charts IVGSX vs VVIAX
VY® Invesco Growth and Income S
Price$22.39
Change-$0.60 (-2.61%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
IVGSX vs VVIAX Comparison Chart
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IVGSX vs. VVIAX commentary
Dec 19, 2024
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 Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. IVGSX (158M). VVIAX pays higher dividends than IVGSX: VVIAX (2.36) vs IVGSX (1.55). IVGSX was incepted earlier than VVIAX: IVGSX (31 years) vs VVIAX (24 years). IVGSX has a lower initial minimum investment than VVIAX: IVGSX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.71 vs. IVGSX (7.06). VVIAX return over 5 years is better than : 40.22 vs. IVGSX (8.11).
| IVGSX | VVIAX | IVGSX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 5.892 | 13.115 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 195B | 0% |
| Annual Yield % from dividends | 1.55 | 2.36 | 66% |
| Returns for 1 year | 7.06 | 12.71 | 56% |
| Returns for 3 years | -7.47 | 17.45 | -43% |
| Returns for 5 years | 8.11 | 40.22 | 20% |
| Returns for 10 years | -12.82 | 99.66 | -13% |
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