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IVGSX vs VIVAX
IVGSX vs VIVAX Comparison
Open Charts IVGSX vs VIVAX
VY® Invesco Growth and Income S
Price$23.13
Change-$0.22 (-0.94%)
VolumeN/A
Net Assets149.61M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
IVGSX vs VIVAX Comparison Chart
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IVGSX vs. VIVAX commentary
Jun 16, 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: 189B vs. IVGSX (150M). VIVAX pays higher dividends than IVGSX: VIVAX (2.16) vs IVGSX (1.27). 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 : 8.01 vs. IVGSX (-0.35). VIVAX return over 5 years is better than : 72.56 vs. IVGSX (32.68).
| 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 | 2.527 | 2.419 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 189B | 0% |
| Annual Yield % from dividends | 1.27 | 2.16 | 59% |
| Returns for 1 year | -0.35 | 8.01 | -4% |
| Returns for 3 years | 2.30 | 32.20 | 7% |
| Returns for 5 years | 32.68 | 72.56 | 45% |
| Returns for 10 years | -14.95 | 103.54 | -14% |
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