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IVGSX vs VVIAX
IVGSX vs VVIAX Comparison
Open Charts IVGSX vs VVIAX
VY® Invesco Growth and Income S
Price$19.74
Change-$0.24 (-1.20%)
VolumeN/A
Net Assets131.67M
Vanguard Value Index Adm
Price$59.99
Change-$0.77 (-1.27%)
VolumeN/A
Net Assets190.51B
IVGSX vs VVIAX Comparison Chart
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IVGSX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. IVGSX (132M). VVIAX pays higher dividends than IVGSX: VVIAX (2.26) vs IVGSX (1.27). IVGSX was incepted earlier than VVIAX: IVGSX (32 years) vs VVIAX (24 years). IVGSX (0.89) is less costly to investors than VVIAX (0.05). IVGSX is a more actively managed with annual turnover of: 28.00 vs. VVIAX (10.00). 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 : -2.91 vs. IVGSX (-15.85). VVIAX return over 5 years is better than : 60.38 vs. IVGSX (23.28).
| IVGSX | VVIAX | IVGSX / VVIAX | |
| Total Expense Ratio | 0.86 | 0.05 | 1,720% |
| Annual Report Gross Expense Ratio | 0.89 | 0.05 | 1,780% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | -11.436 | -7.970 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 191B | 0% |
| Annual Yield % from dividends | 1.27 | 2.26 | 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 | 83.85 | -30% |