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OPTIX vs VIGAX
OPTIX vs VIGAX Comparison
Open Charts OPTIX vs VIGAX
Invesco Discovery Large Cap R6
Price$92.86
Change+$0.71 (+0.77%)
VolumeN/A
Net Assets5.23B
Vanguard Growth Index Admiral
Price$199.59
Change+$1.54 (+0.78%)
VolumeN/A
Net Assets269.26B
OPTIX vs VIGAX Comparison Chart
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OPTIX vs. VIGAX 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 OPTIX is a Buy and VIGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIGAX has more cash in the bank: 269B vs. OPTIX (5.23B). VIGAX pays higher dividends than OPTIX: VIGAX (0.50) vs OPTIX (0.00). OPTIX was incepted earlier than VIGAX: OPTIX (13 years) vs VIGAX (25 years). OPTIX (0.64) is less costly to investors than VIGAX (0.05). OPTIX is a more actively managed with annual turnover of: 55.00 vs. VIGAX (11.00). VIGAX has a lower initial minimum investment than OPTIX: VIGAX (3000) vs OPTIX (1000000). VIGAX annual gain was more profitable for investors over the last year : 12.27 vs. OPTIX (5.54). VIGAX return over 5 years is better than : 107.94 vs. OPTIX (47.49).
| OPTIX | VIGAX | OPTIX / VIGAX | |
| Total Expense Ratio | 0.64 | 0.05 | 1,280% |
| Annual Report Gross Expense Ratio | 0.64 | 0.05 | 1,280% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -7.970 | -6.235 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23B | 269B | 2% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 5.54 | 12.27 | 45% |
| Returns for 3 years | 51.39 | 64.13 | 80% |
| Returns for 5 years | 47.49 | 107.94 | 44% |
| Returns for 10 years | 42.47 | 255.69 | 17% |
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