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IVGSX vs VVIAX
IVGSX vs VVIAX Comparison
Open Charts IVGSX vs VVIAX
VY® Invesco Growth and Income S
Price$19.48
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets156.27M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
IVGSX vs VVIAX Comparison Chart in %
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IVGSX vs. VVIAX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. IVGSX (156M). VVIAX pays higher dividends than IVGSX: VVIAX (2.18) vs IVGSX (1.20). IVGSX was incepted earlier than VVIAX: IVGSX (32 years) vs VVIAX (25 years). IVGSX (0.89) is less costly to investors than VVIAX (0.05). IVGSX is a more actively managed with annual turnover of: 30.00 vs. VVIAX (9.00). 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 : 9.75 vs. IVGSX (-6.28). VVIAX return over 5 years is better than : 74.87 vs. IVGSX (25.09).
| IVGSX | VVIAX | IVGSX / VVIAX | |
| Total Expense Ratio | 0.89 | 0.05 | 1,780% |
| Annual Report Gross Expense Ratio | 0.89 | 0.05 | 1,780% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -11.306 | 6.714 | -168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 195B | 0% |
| Annual Yield % from dividends | 1.20 | 2.18 | 55% |
| Returns for 1 year | -6.28 | 9.75 | -64% |
| Returns for 3 years | 0.69 | 34.32 | 2% |
| Returns for 5 years | 25.09 | 74.87 | 34% |
| Returns for 10 years | -13.46 | 116.26 | -12% |
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