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IVGSX vs VVIAX
IVGSX vs VVIAX Comparison
Open Charts IVGSX vs VVIAX
VY® Invesco Growth and Income S
Price$23.43
Change-$0.41 (-1.72%)
VolumeN/A
Net Assets157.69M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
IVGSX vs VVIAX Comparison Chart
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IVGSX vs. VVIAX commentary
Feb 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 Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. IVGSX (158M). 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 : 13.46 vs. IVGSX (3.54). VVIAX return over 5 years is better than : 47.22 vs. IVGSX (10.71).
| 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 | 4.164 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 193B | 0% |
| Annual Yield % from dividends | 1.55 | 2.36 | 66% |
| Returns for 1 year | 3.54 | 13.46 | 26% |
| Returns for 3 years | -8.34 | 23.94 | -35% |
| Returns for 5 years | 10.71 | 47.22 | 23% |
| Returns for 10 years | -11.81 | 105.55 | -11% |
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