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IRTCX vs VIVAX
IRTCX vs VIVAX Comparison
Open Charts IRTCX vs VIVAX
Invesco Dividend Income R
Price$28.11
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets3.7B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
IRTCX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. IRTCX (3.7B). VIVAX pays higher dividends than IRTCX: VIVAX (1.99) vs IRTCX (1.01). IRTCX was incepted earlier than VIVAX: IRTCX (5 years) vs VIVAX (33 years). IRTCX (1.19) is less costly to investors than VIVAX (0.17). IRTCX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (9.00). IRTCX has a lower initial minimum investment than VIVAX: IRTCX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.74 vs. IRTCX (5.13). VIVAX return over 5 years is better than : 70.18 vs. IRTCX (40.64).
| IRTCX | VIVAX | IRTCX / VIVAX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.17 | 700% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 10.240 | 7.845 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 203B | 2% |
| Annual Yield % from dividends | 1.01 | 1.99 | 51% |
| Returns for 1 year | 5.13 | 7.74 | 66% |
| Returns for 3 years | 21.41 | 36.63 | 58% |
| Returns for 5 years | 40.64 | 70.18 | 58% |
| Returns for 10 years | N/A | 131.64 | - |
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