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IVGSX vs VIVAX
IVGSX vs VIVAX Comparison
Open Charts IVGSX vs VIVAX
VY® Invesco Growth and Income S
Price$21.34
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets165.43M
Vanguard Value Index I
Price$77.13
Change+$0.41 (+0.53%)
VolumeN/A
Net Assets217.68B
IVGSX vs VIVAX Comparison Chart in %
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IVGSX vs. VIVAX commentary
Jan 16, 2026
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 IVGSX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. IVGSX (165M). IVGSX pays higher dividends than VIVAX: IVGSX (2.56) vs VIVAX (1.92). IVGSX was incepted earlier than VIVAX: IVGSX (32 years) vs VIVAX (33 years). IVGSX (0.89) is less costly to investors than VIVAX (0.17). IVGSX is a more actively managed with annual turnover of: 30.00 vs. VIVAX (9.00). IVGSX has a lower initial minimum investment than VIVAX: IVGSX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.99 vs. IVGSX (-3.99). VIVAX return over 5 years is better than : 62.08 vs. IVGSX (5.06).
| IVGSX | VIVAX | IVGSX / VIVAX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 3.042 | 3.489 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 218B | 0% |
| Annual Yield % from dividends | 2.56 | 1.92 | 133% |
| Returns for 1 year | -3.99 | 15.99 | -25% |
| Returns for 3 years | 0.86 | 37.08 | 2% |
| Returns for 5 years | 5.06 | 62.08 | 8% |
| Returns for 10 years | 10.52 | 163.63 | 6% |
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