Interact to see
Advertisement
Advertisement
IAUYX vs VIVAX
IAUYX vs VIVAX Comparison
Open Charts IAUYX vs VIVAX
Invesco Dividend Income Y
Price$28.47
Change+$0.14 (+0.49%)
VolumeN/A
Net Assets3.72B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
IAUYX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IAUYX vs. VIVAX commentary
Sep 07, 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 IAUYX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. IAUYX (3.72B). VIVAX pays higher dividends than IAUYX: VIVAX (1.99) vs IAUYX (1.46). IAUYX was incepted earlier than VIVAX: IAUYX (17 years) vs VIVAX (33 years). IAUYX (0.69) is less costly to investors than VIVAX (0.17). IAUYX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (9.00). IAUYX has a lower initial minimum investment than VIVAX: IAUYX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.74 vs. IAUYX (5.72). VIVAX return over 5 years is better than : 70.18 vs. IAUYX (43.29).
| IAUYX | VIVAX | IAUYX / VIVAX | |
| Total Expense Ratio | 0.69 | 0.17 | 406% |
| Annual Report Gross Expense Ratio | 0.69 | 0.17 | 406% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 10.603 | 7.845 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 203B | 2% |
| Annual Yield % from dividends | 1.46 | 1.99 | 74% |
| Returns for 1 year | 5.72 | 7.74 | 74% |
| Returns for 3 years | 23.40 | 36.63 | 64% |
| Returns for 5 years | 43.29 | 70.18 | 62% |
| Returns for 10 years | 61.51 | 131.64 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BGIKX | 15.05 | 0.11 | +0.74% |
| Baillie Gifford International Alpha K | |||
| FTUIX | 61.50 | 0.11 | +0.18% |
| Fidelity Advisor Telecommunications I | |||
| DGLAX | 21.08 | N/A | N/A |
| BNY Mellon Global Stock - A | |||
| HDCEX | 10.01 | -0.01 | -0.10% |
| Rational Equity Armor Fund C | |||
| PLFPX | 32.03 | -0.10 | -0.31% |
| Principal Large Cap S&P 500 Index R5 | |||