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IPETX vs VVIAX
IPETX vs VVIAX Comparison
Open Charts IPETX vs VVIAX
Voya Large Cap Value Port S2
Price$6.16
Change-$0.06 (-0.96%)
VolumeN/A
Net Assets526.32M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
IPETX vs VVIAX Comparison Chart
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IPETX vs. VVIAX commentary
Jun 15, 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 IPETX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. IPETX (526M). VVIAX pays higher dividends than IPETX: VVIAX (2.28) vs IPETX (1.48). IPETX was incepted earlier than VVIAX: IPETX (12 years) vs VVIAX (25 years). IPETX (1.27) is less costly to investors than VVIAX (0.05). IPETX is a more actively managed with annual turnover of: 101.00 vs. VVIAX (9.00). IPETX has a lower initial minimum investment than VVIAX: IPETX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.01 vs. IPETX (5.70). VVIAX return over 5 years is better than : 72.56 vs. IPETX (-35.10).
| IPETX | VVIAX | IPETX / VVIAX | |
| Total Expense Ratio | 1.09 | 0.05 | 2,180% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 3.183 | 2.436 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 189B | 0% |
| Annual Yield % from dividends | 1.48 | 2.28 | 65% |
| Returns for 1 year | 5.70 | 8.01 | 71% |
| Returns for 3 years | -48.39 | 32.19 | -150% |
| Returns for 5 years | -35.10 | 72.56 | -48% |
| Returns for 10 years | -42.00 | 103.54 | -41% |
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