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IVITX vs VVIAX
IVITX vs VVIAX Comparison
Open Charts IVITX vs VVIAX
VY® Invesco Growth and Income S2
Price$23.32
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets161.65M
Vanguard Value Index Adm
Price$68.66
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
IVITX vs VVIAX Comparison Chart
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IVITX vs. VVIAX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. IVITX (162M). VVIAX pays higher dividends than IVITX: VVIAX (2.36) vs IVITX (1.43). IVITX was incepted earlier than VVIAX: IVITX (22 years) vs VVIAX (24 years). 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 : 18.23 vs. IVITX (7.88). VVIAX return over 5 years is better than : 46.55 vs. IVITX (7.42).
| IVITX | VVIAX | IVITX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 3.874 | 4.467 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 184B | 0% |
| Annual Yield % from dividends | 1.43 | 2.36 | 61% |
| Returns for 1 year | 7.88 | 18.23 | 43% |
| Returns for 3 years | -7.88 | 23.41 | -34% |
| Returns for 5 years | 7.42 | 46.55 | 16% |
| Returns for 10 years | -11.30 | 111.25 | -10% |