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IVGSX vs VIVIX
IVGSX vs VIVIX Comparison
Open Charts IVGSX vs VIVIX
VY® Invesco Growth and Income S
Price$24.23
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets155.96M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
IVGSX vs VIVIX Comparison Chart in %
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IVGSX vs. VIVIX commentary
Jul 07, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. IVGSX (156M). VIVIX pays higher dividends than IVGSX: VIVIX (2.19) vs IVGSX (1.20). IVGSX was incepted earlier than VIVIX: IVGSX (32 years) vs VIVIX (27 years). IVGSX (0.89) is less costly to investors than VIVIX (0.04). IVGSX is a more actively managed with annual turnover of: 30.00 vs. VIVIX (9.00). IVGSX has a lower initial minimum investment than VIVIX: IVGSX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. IVGSX (3.38). VIVIX return over 5 years is better than : 80.14 vs. IVGSX (40.48).
| IVGSX | VIVIX | IVGSX / VIVIX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.89 | 0.04 | 2,225% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 7.402 | 6.215 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 189B | 0% |
| Annual Yield % from dividends | 1.20 | 2.19 | 55% |
| Returns for 1 year | 3.38 | 12.05 | 28% |
| Returns for 3 years | 7.07 | 35.17 | 20% |
| Returns for 5 years | 40.48 | 80.14 | 51% |
| Returns for 10 years | -9.09 | 115.68 | -8% |
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