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IVGSX vs VIVAX
IVGSX vs VIVAX Comparison
Open Charts IVGSX vs VIVAX
VY® Invesco Growth and Income S
Price$19.96
Change-$0.26 (-1.29%)
VolumeN/A
Net Assets158.19M
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
IVGSX vs VIVAX Comparison Chart in %
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IVGSX vs. VIVAX commentary
Nov 14, 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: 208B vs. IVGSX (158M). IVGSX pays higher dividends than VIVAX: IVGSX (2.65) vs VIVAX (1.98). 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 : 5.48 vs. IVGSX (-13.46). VIVAX return over 5 years is better than : 64.67 vs. IVGSX (10.17).
| 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 | -9.121 | 10.844 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 208B | 0% |
| Annual Yield % from dividends | 2.65 | 1.98 | 134% |
| Returns for 1 year | -13.46 | 5.48 | -246% |
| Returns for 3 years | -3.38 | 32.94 | -10% |
| Returns for 5 years | 10.17 | 64.67 | 16% |
| Returns for 10 years | -8.30 | 129.02 | -6% |
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