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IVEIX vs VGENX
IVEIX vs VGENX Comparison Chart in %
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IVEIX vs. VGENX commentary
Oct 19, 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 IVEIX is a Buy and VGENX is a Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.02B vs. IVEIX (102M). VGENX pays higher dividends than IVEIX: VGENX (3.04) vs IVEIX (1.14). IVEIX was incepted earlier than VGENX: IVEIX (19 years) vs VGENX (41 years). IVEIX (1.25) is less costly to investors than VGENX (0.45). VGENX is a more actively managed with annual turnover of: 36.00 vs. IVEIX (20.00). IVEIX has a lower initial minimum investment than VGENX: IVEIX (0) vs VGENX (3000). IVEIX annual gain was more profitable for investors over the last year : 7.10 vs. VGENX (-2.65). IVEIX return over 5 years is better than : 193.44 vs. VGENX (75.32).
| IVEIX | VGENX | IVEIX / VGENX | |
| Total Expense Ratio | 0.99 | 0.45 | 220% |
| Annual Report Gross Expense Ratio | 1.25 | 0.45 | 278% |
| Fund Existence | 19 years | 41 years | - |
| Gain YTD | 16.595 | 17.245 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 6.02B | 2% |
| Annual Yield % from dividends | 1.14 | 3.04 | 38% |
| Returns for 1 year | 7.10 | -2.65 | -267% |
| Returns for 3 years | 14.06 | 16.38 | 86% |
| Returns for 5 years | 193.44 | 75.32 | 257% |
| Returns for 10 years | -6.30 | 8.39 | -75% |
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