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IVGSX vs VVIAX
IVGSX vs VVIAX Comparison
Open Charts IVGSX vs VVIAX
VY® Invesco Growth and Income S
Price$23.63
Change+$0.07 (+0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.70
Change+$0.39 (+0.56%)
VolumeN/A
CapitalizationN/A
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IVGSX vs VVIAX Comparison Chart
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IVGSX vs. VVIAX commentary
Nov 11, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. IVGSX (164M). 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 : 31.28 vs. IVGSX (20.93). VVIAX return over 5 years is better than : 53.42 vs. IVGSX (13.48).
| 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 | 8.840 | 19.638 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 184B | 0% |
| Annual Yield % from dividends | 1.55 | 2.36 | 66% |
| Returns for 1 year | 20.93 | 31.28 | 67% |
| Returns for 3 years | -8.14 | 23.36 | -35% |
| Returns for 5 years | 13.48 | 53.42 | 25% |
| Returns for 10 years | -8.66 | 114.73 | -8% |
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