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IVGTX vs RWIEX
IVGTX vs RWIEX Comparison
Open Charts IVGTX vs RWIEX
IVGTX vs RWIEX Comparison Chart in %
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IVGTX vs. RWIEX commentary
Jul 25, 2026
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 IVGTX is a StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 158B vs. IVGTX (63.4M). RWIEX pays higher dividends than IVGTX: RWIEX (1.33) vs IVGTX (0.38). IVGTX was incepted earlier than RWIEX: IVGTX (24 years) vs RWIEX (24 years). IVGTX (1.14) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 44.00 vs. IVGTX (32.00). IVGTX has a lower initial minimum investment than RWIEX: IVGTX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : 11.78 vs. IVGTX (-49.46). RWIEX return over 5 years is better than : 30.36 vs. IVGTX (-61.25).
| IVGTX | RWIEX | IVGTX / RWIEX | |
| Total Expense Ratio | 1.14 | 0.76 | 150% |
| Annual Report Gross Expense Ratio | 1.14 | 0.76 | 150% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -36.216 | 12.399 | -292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.4M | 158B | 0% |
| Annual Yield % from dividends | 0.38 | 1.33 | 29% |
| Returns for 1 year | -49.46 | 11.78 | -420% |
| Returns for 3 years | -54.25 | 42.19 | -129% |
| Returns for 5 years | -61.25 | 30.36 | -202% |
| Returns for 10 years | -52.02 | 91.32 | -57% |
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