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IVITX vs VVIAX
IVITX vs VVIAX Comparison
Open Charts IVITX vs VVIAX
VY® Invesco Growth and Income S2
Price$23.30
Change+$0.23 (+1.00%)
VolumeN/A
Net Assets151.26M
Vanguard Value Index Adm
Price$68.70
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
IVITX vs VVIAX Comparison Chart in %
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IVITX vs. VVIAX commentary
Jun 27, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. IVITX (151M). VVIAX pays higher dividends than IVITX: VVIAX (2.28) vs IVITX (1.18). IVITX was incepted earlier than VVIAX: IVITX (23 years) vs VVIAX (25 years). IVITX (1.04) is less costly to investors than VVIAX (0.05). IVITX is a more actively managed with annual turnover of: 30.00 vs. VVIAX (9.00). IVITX has a lower initial minimum investment than VVIAX: IVITX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.64 vs. IVITX (0.41). VVIAX return over 5 years is better than : 81.02 vs. IVITX (38.33).
| IVITX | VVIAX | IVITX / VVIAX | |
| Total Expense Ratio | 1.04 | 0.05 | 2,080% |
| Annual Report Gross Expense Ratio | 1.04 | 0.05 | 2,080% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 3.919 | 3.330 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 189B | 0% |
| Annual Yield % from dividends | 1.18 | 2.28 | 52% |
| Returns for 1 year | 0.41 | 8.64 | 5% |
| Returns for 3 years | 1.33 | 30.71 | 4% |
| Returns for 5 years | 38.33 | 81.02 | 47% |
| Returns for 10 years | -14.02 | 110.43 | -13% |
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