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IPESX vs VIVAX
IPESX vs VIVAX Comparison
Open Charts IPESX vs VIVAX
Voya Large Cap Value Port S
Price$5.73
Change+$0.35 (+6.51%)
VolumeN/A
Net Assets535.3M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
IPESX vs VIVAX Comparison Chart in %
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IPESX vs. VIVAX commentary
Feb 05, 2026
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 IPESX is a StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. IPESX (535M). VIVAX pays higher dividends than IPESX: VIVAX (1.84) vs IPESX (0.94). IPESX was incepted earlier than VIVAX: IPESX (19 years) vs VIVAX (33 years). IPESX (1.12) is less costly to investors than VIVAX (0.17). IPESX is a more actively managed with annual turnover of: 101.00 vs. VIVAX (9.00). IPESX has a lower initial minimum investment than VIVAX: IPESX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.07 vs. IPESX (-7.00). VIVAX return over 5 years is better than : 66.25 vs. IPESX (-46.47).
| IPESX | VIVAX | IPESX / VIVAX | |
| Total Expense Ratio | 0.94 | 0.17 | 553% |
| Annual Report Gross Expense Ratio | 1.12 | 0.17 | 659% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 3.058 | 5.998 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 535M | 218B | 0% |
| Annual Yield % from dividends | 0.94 | 1.84 | 51% |
| Returns for 1 year | -7.00 | 15.07 | -46% |
| Returns for 3 years | 13.64 | 41.03 | 33% |
| Returns for 5 years | -46.47 | 66.25 | -70% |
| Returns for 10 years | -32.16 | 167.20 | -19% |
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