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IVITX vs VIVIX
IVITX vs VIVIX Comparison
Open Charts IVITX vs VIVIX
VY® Invesco Growth and Income S2
Price$20.37
Change+$0.25 (+1.24%)
VolumeN/A
Net Assets135.17M
Vanguard Value Index I
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
IVITX vs VIVIX Comparison Chart
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IVITX vs. VIVIX commentary
Apr 14, 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 IVITX is a Hold and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. IVITX (135M). VIVIX pays higher dividends than IVITX: VIVIX (2.27) vs IVITX (1.19). IVITX was incepted earlier than VIVIX: IVITX (23 years) vs VIVIX (27 years). IVITX (1.04) is less costly to investors than VIVIX (0.04). IVITX is a more actively managed with annual turnover of: 28.00 vs. VIVIX (10.00). IVITX has a lower initial minimum investment than VIVIX: IVITX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 2.23 vs. IVITX (-12.06). VIVIX return over 5 years is better than : 66.77 vs. IVITX (26.14).
| IVITX | VIVIX | IVITX / VIVIX | |
| Total Expense Ratio | 1.01 | 0.04 | 2,525% |
| Annual Report Gross Expense Ratio | 1.04 | 0.04 | 2,600% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -8.243 | -4.290 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 191B | 0% |
| Annual Yield % from dividends | 1.19 | 2.27 | 52% |
| Returns for 1 year | -12.06 | 2.23 | -541% |
| Returns for 3 years | -19.97 | 9.75 | -205% |
| Returns for 5 years | 26.14 | 66.77 | 39% |
| Returns for 10 years | -24.37 | 91.47 | -27% |
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