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IVGAX vs VIVAX
IVGAX vs VIVAX Comparison
Open Charts IVGAX vs VIVAX
VY® Invesco Growth and Income A
Price$18.51
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets155.22M
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
IVGAX vs VIVAX Comparison Chart in %
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IVGAX vs. VIVAX commentary
Sep 09, 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: 203B vs. IVGAX (155M). IVGAX pays higher dividends than VIVAX: IVGAX (2.86) vs VIVAX (1.99). IVGAX was incepted earlier than VIVAX: IVGAX (22 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 : 7.74 vs. IVGAX (-8.99). VIVAX return over 5 years is better than : 70.18 vs. IVGAX (14.92).
| IVGAX | VIVAX | IVGAX / VIVAX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.24 | 0.17 | 729% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | -12.461 | 7.845 | -159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 203B | 0% |
| Annual Yield % from dividends | 2.86 | 1.99 | 144% |
| Returns for 1 year | -8.99 | 7.74 | -116% |
| Returns for 3 years | -2.35 | 36.63 | -6% |
| Returns for 5 years | 14.92 | 70.18 | 21% |
| Returns for 10 years | -13.50 | 131.64 | -10% |
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