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IVGIX vs VVIAX
IVGIX vs VVIAX Comparison
Open Charts IVGIX vs VVIAX
VY® Invesco Growth and Income I
Price$19.55
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets157.39M
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
IVGIX vs VVIAX Comparison Chart in %
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IVGIX vs. VVIAX commentary
Dec 04, 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 IVGIX is a StrongBuy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. IVGIX (157M). IVGIX pays higher dividends than VVIAX: IVGIX (3.36) vs VVIAX (2.04). IVGIX was incepted earlier than VVIAX: IVGIX (20 years) vs VVIAX (25 years). IVGIX (0.64) is less costly to investors than VVIAX (0.05). IVGIX is a more actively managed with annual turnover of: 30.00 vs. VVIAX (9.00). IVGIX has a lower initial minimum investment than VVIAX: IVGIX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.76 vs. IVGIX (-13.77). VVIAX return over 5 years is better than : 61.18 vs. IVGIX (6.01).
| IVGIX | VVIAX | IVGIX / VVIAX | |
| Total Expense Ratio | 0.64 | 0.05 | 1,280% |
| Annual Report Gross Expense Ratio | 0.64 | 0.05 | 1,280% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -8.428 | 11.776 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 208B | 0% |
| Annual Yield % from dividends | 3.36 | 2.04 | 165% |
| Returns for 1 year | -13.77 | 4.76 | -289% |
| Returns for 3 years | -4.44 | 29.82 | -15% |
| Returns for 5 years | 6.01 | 61.18 | 10% |
| Returns for 10 years | -7.59 | 127.14 | -6% |
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