IVGSX
Price
$24.23
Change
+$0.16 (+0.66%)
Updated
Jul 3 closing price
Net Assets
155.96M
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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IVGSX vs VVIAX

Header iconIVGSX vs VVIAX Comparison
Open Charts IVGSX vs VVIAXBanner chart's image
VY® Invesco Growth and Income S
Price$24.23
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets155.96M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
IVGSX vs VVIAX Comparison Chart in %
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IVGSX vs. VVIAX 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 VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. IVGSX (156M). VVIAX pays higher dividends than IVGSX: VVIAX (2.18) vs IVGSX (1.20). IVGSX was incepted earlier than VVIAX: IVGSX (32 years) vs VVIAX (25 years). IVGSX (0.89) is less costly to investors than VVIAX (0.05). IVGSX is a more actively managed with annual turnover of: 30.00 vs. VVIAX (9.00). IVGSX has a lower initial minimum investment than VVIAX: IVGSX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. IVGSX (3.38). VVIAX return over 5 years is better than : 80.13 vs. IVGSX (40.48).
IVGSXVVIAXIVGSX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence32 years25 years-
Gain YTD7.4026.198119%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets156M189B0%
Annual Yield % from dividends1.202.1855%
Returns for 1 year3.3812.0328%
Returns for 3 years7.0735.1720%
Returns for 5 years40.4880.1351%
Returns for 10 years-9.09115.67-8%
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