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IVITX vs VVIAX
IVITX vs VVIAX Comparison
Open Charts IVITX vs VVIAX
VY® Invesco Growth and Income S2
Price$19.45
Change+$0.26 (+1.35%)
VolumeN/A
Net Assets152.65M
Vanguard Value Index Adm
Price$70.02
Change+$0.75 (+1.08%)
VolumeN/A
Net Assets195.81B
IVITX vs VVIAX Comparison Chart in %
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IVITX vs. VVIAX commentary
Aug 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. IVITX (153M). VVIAX pays higher dividends than IVITX: VVIAX (2.18) vs IVITX (0.49). 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 : 9.22 vs. IVITX (-6.34). VVIAX return over 5 years is better than : 66.40 vs. IVITX (15.91).
| 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 | -13.135 | 4.941 | -266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 196B | 0% |
| Annual Yield % from dividends | 0.49 | 2.18 | 23% |
| Returns for 1 year | -6.34 | 9.22 | -69% |
| Returns for 3 years | -8.87 | 24.78 | -36% |
| Returns for 5 years | 15.91 | 66.40 | 24% |
| Returns for 10 years | -17.36 | 111.76 | -16% |
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