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IVGAX vs VIVAX
IVGAX vs VIVAX Comparison
Open Charts IVGAX vs VIVAX
VY® Invesco Growth and Income A
Price$23.34
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets155.96M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
IVGAX vs VIVAX Comparison Chart in %
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IVGAX vs. VIVAX commentary
Jul 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 IVGAX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. IVGAX (156M). VIVAX pays higher dividends than IVGAX: VIVAX (2.06) vs IVGAX (0.94). IVGAX was incepted earlier than VIVAX: IVGAX (21 years) vs VIVAX (33 years). IVGAX (1.24) is less costly to investors than VIVAX (0.17). IVGAX is a more actively managed with annual turnover of: 30.00 vs. VIVAX (9.00). IVGAX has a lower initial minimum investment than VIVAX: IVGAX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. IVGAX (2.62). VIVAX return over 5 years is better than : 80.14 vs. IVGAX (36.40).
| IVGAX | VIVAX | IVGAX / VIVAX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.24 | 0.17 | 729% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 7.212 | 6.209 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 189B | 0% |
| Annual Yield % from dividends | 0.94 | 2.06 | 46% |
| Returns for 1 year | 2.62 | 12.04 | 22% |
| Returns for 3 years | 4.92 | 35.16 | 14% |
| Returns for 5 years | 36.40 | 80.14 | 45% |
| Returns for 10 years | -14.00 | 115.74 | -12% |