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IVGSX vs VIVAX
IVGSX vs VIVAX Comparison
Open Charts IVGSX vs VIVAX
VY® Invesco Growth and Income S
Price$20.92
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets162.69M
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
IVGSX vs VIVAX Comparison Chart in %
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IVGSX vs. VIVAX commentary
Dec 26, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. IVGSX (163M). IVGSX pays higher dividends than VIVAX: IVGSX (2.60) vs VIVAX (1.93). 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 : 12.66 vs. IVGSX (-6.00). VIVAX return over 5 years is better than : 64.99 vs. IVGSX (9.38).
| 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 | -4.750 | 14.025 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 216B | 0% |
| Annual Yield % from dividends | 2.60 | 1.93 | 135% |
| Returns for 1 year | -6.00 | 12.66 | -47% |
| Returns for 3 years | 3.88 | 37.81 | 10% |
| Returns for 5 years | 9.38 | 64.99 | 14% |
| Returns for 10 years | -3.00 | 134.86 | -2% |
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