Ad is loading...
IVGSX vs VVIAX
IVGSX vs VVIAX Comparison
Open Charts IVGSX vs VVIAX
VY® Invesco Growth and Income S
Price$23.43
Change+$0.17 (+0.73%)
VolumeN/A
Net Assets159.59M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
IVGSX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVGSX vs. VVIAX commentary
Jan 19, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. IVGSX (160M). 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 : 18.18 vs. IVGSX (9.66). VVIAX return over 5 years is better than : 44.18 vs. IVGSX (7.62).
| 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 | 3.856 | 3.195 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 184B | 0% |
| Annual Yield % from dividends | 1.55 | 2.36 | 66% |
| Returns for 1 year | 9.66 | 18.18 | 53% |
| Returns for 3 years | -10.55 | 18.46 | -57% |
| Returns for 5 years | 7.62 | 44.18 | 17% |
| Returns for 10 years | -7.46 | 111.13 | -7% |
View a ticker or compare two or three
VS
VS
Ad is loading...