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IVGSX vs VIVAX
IVGSX vs VIVAX Comparison
Open Charts IVGSX vs VIVAX
VY® Invesco Growth and Income S
Price$19.43
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets155.35M
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
IVGSX vs VIVAX Comparison Chart in %
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IVGSX 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 IVGSX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. IVGSX (155M). IVGSX pays higher dividends than VIVAX: IVGSX (2.68) vs VIVAX (1.99). 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 : 7.74 vs. IVGSX (-7.85). VIVAX return over 5 years is better than : 70.18 vs. IVGSX (19.20).
| 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 | -11.443 | 7.845 | -146% |
| 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 | 2.68 | 1.99 | 135% |
| Returns for 1 year | -7.85 | 7.74 | -101% |
| Returns for 3 years | 0.20 | 36.63 | 1% |
| Returns for 5 years | 19.20 | 70.18 | 27% |
| Returns for 10 years | -7.87 | 131.64 | -6% |
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