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OPTIX vs VIGIX
OPTIX vs VIGIX Comparison
Open Charts OPTIX vs VIGIX
Invesco Discovery Large Cap R6
Price$92.86
Change+$0.71 (+0.77%)
VolumeN/A
Net Assets5.23B
Vanguard Growth Index Institutional
Price$199.61
Change+$1.55 (+0.78%)
VolumeN/A
Net Assets269.26B
OPTIX vs VIGIX Comparison Chart
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OPTIX vs. VIGIX 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 VIGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIGIX has more cash in the bank: 269B vs. OPTIX (5.23B). VIGIX pays higher dividends than OPTIX: VIGIX (0.51) vs OPTIX (0.00). OPTIX was incepted earlier than VIGIX: OPTIX (13 years) vs VIGIX (27 years). OPTIX (0.64) is less costly to investors than VIGIX (0.04). OPTIX is a more actively managed with annual turnover of: 55.00 vs. VIGIX (11.00). OPTIX has a lower initial minimum investment than VIGIX: OPTIX (1000000) vs VIGIX (5000000). VIGIX annual gain was more profitable for investors over the last year : 12.27 vs. OPTIX (5.54). VIGIX return over 5 years is better than : 107.93 vs. OPTIX (47.49).
| OPTIX | VIGIX | OPTIX / VIGIX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -7.970 | -6.235 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23B | 269B | 2% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | 5.54 | 12.27 | 45% |
| Returns for 3 years | 51.39 | 64.13 | 80% |
| Returns for 5 years | 47.49 | 107.93 | 44% |
| Returns for 10 years | 42.47 | 255.73 | 17% |
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