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IVGSX vs VVIAX
IVGSX vs VVIAX Comparison
Open Charts IVGSX vs VVIAX
VY® Invesco Growth and Income S
Price$22.33
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets147.69M
Vanguard Value Index Adm
Price$66.00
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
IVGSX vs VVIAX Comparison Chart
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IVGSX vs. VVIAX commentary
May 23, 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: 184B vs. IVGSX (148M). VVIAX pays higher dividends than IVGSX: VVIAX (2.34) vs IVGSX (1.33). 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 : 4.72 vs. IVGSX (-4.21). VVIAX return over 5 years is better than : 75.22 vs. IVGSX (38.15).
| 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 | 1.108 | 0.391 | 283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 184B | 0% |
| Annual Yield % from dividends | 1.33 | 2.34 | 57% |
| Returns for 1 year | -4.21 | 4.72 | -89% |
| Returns for 3 years | -3.60 | 21.99 | -16% |
| Returns for 5 years | 38.15 | 75.22 | 51% |
| Returns for 10 years | -15.87 | 97.34 | -16% |
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