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IYEFX vs VGENX
IYEFX vs VGENX Comparison Chart
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IYEFX vs. VGENX commentary
May 09, 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 IYEFX is a Buy and VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.63B vs. IYEFX (94.9M). VGENX pays higher dividends than IYEFX: VGENX (3.33) vs IYEFX (0.99). IYEFX was incepted earlier than VGENX: IYEFX (12 years) vs VGENX (41 years). IYEFX (1.68) is less costly to investors than VGENX (0.44). VGENX is a more actively managed with annual turnover of: 36.00 vs. IYEFX (13.00). IYEFX has a lower initial minimum investment than VGENX: IYEFX (0) vs VGENX (3000). VGENX annual gain was more profitable for investors over the last year : -7.81 vs. IYEFX (-8.50). IYEFX return over 5 years is better than : 117.71 vs. VGENX (43.83).
| IYEFX | VGENX | IYEFX / VGENX | |
| Total Expense Ratio | 1.49 | 0.44 | 339% |
| Annual Report Gross Expense Ratio | 1.68 | 0.44 | 382% |
| Fund Existence | 12 years | 41 years | - |
| Gain YTD | -3.204 | 5.242 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.9M | 5.63B | 2% |
| Annual Yield % from dividends | 0.99 | 3.33 | 30% |
| Returns for 1 year | -8.50 | -7.81 | 109% |
| Returns for 3 years | -14.59 | 0.02 | -76,095% |
| Returns for 5 years | 117.71 | 43.83 | 269% |
| Returns for 10 years | -38.72 | -19.60 | 198% |
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