Ad is loading...
IVITX vs VVIAX
IVITX vs VVIAX Comparison
Open Charts IVITX vs VVIAX
VY® Invesco Growth and Income S2
Price$20.93
Change+$1.51 (+7.78%)
VolumeN/A
Net Assets129.95M
Vanguard Value Index Adm
Price$63.92
Change+$3.93 (+6.55%)
VolumeN/A
Net Assets190.51B
IVITX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVITX vs. VVIAX commentary
Apr 11, 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: 191B vs. IVITX (130M). VVIAX pays higher dividends than IVITX: VVIAX (2.26) vs IVITX (1.19). IVITX was incepted earlier than VVIAX: IVITX (23 years) vs VVIAX (24 years). IVITX (1.04) is less costly to investors than VVIAX (0.05). IVITX is a more actively managed with annual turnover of: 28.00 vs. VVIAX (10.00). 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 : -4.28 vs. IVITX (-17.25). VVIAX return over 5 years is better than : 58.34 vs. IVITX (20.26).
| IVITX | VVIAX | IVITX / VVIAX | |
| Total Expense Ratio | 1.01 | 0.05 | 2,020% |
| Annual Report Gross Expense Ratio | 1.04 | 0.05 | 2,080% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -12.523 | -9.136 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 191B | 0% |
| Annual Yield % from dividends | 1.19 | 2.26 | 52% |
| Returns for 1 year | -17.25 | -4.28 | 403% |
| Returns for 3 years | -24.56 | 3.06 | -802% |
| Returns for 5 years | 20.26 | 58.34 | 35% |
| Returns for 10 years | -27.96 | 81.52 | -34% |