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IVGSX vs VIVAX
IVGSX vs VIVAX Comparison
Open Charts IVGSX vs VIVAX
VY® Invesco Growth and Income S
Price$19.30
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets154.58M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
IVGSX vs VIVAX Comparison Chart in %
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IVGSX vs. VIVAX commentary
Aug 19, 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: 196B vs. IVGSX (155M). IVGSX pays higher dividends than VIVAX: IVGSX (2.72) vs VIVAX (2.06). 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 : 7.90 vs. IVGSX (-8.09). VIVAX return over 5 years is better than : 68.56 vs. IVGSX (18.15).
| 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 | -12.126 | 6.512 | -186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 196B | 0% |
| Annual Yield % from dividends | 2.72 | 2.06 | 132% |
| Returns for 1 year | -8.09 | 7.90 | -102% |
| Returns for 3 years | -7.29 | 25.93 | -28% |
| Returns for 5 years | 18.15 | 68.56 | 26% |
| Returns for 10 years | -14.61 | 114.64 | -13% |
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