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IVGSX vs VVIAX
IVGSX vs VVIAX Comparison
Open Charts IVGSX vs VVIAX
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.
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).
| IVGSX | VVIAX | IVGSX / VVIAX | |
| Total Expense Ratio | 0.89 | 0.05 | 1,780% |
| Annual Report Gross Expense Ratio | 0.89 | 0.05 | 1,780% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 7.402 | 6.198 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 189B | 0% |
| Annual Yield % from dividends | 1.20 | 2.18 | 55% |
| Returns for 1 year | 3.38 | 12.03 | 28% |
| Returns for 3 years | 7.07 | 35.17 | 20% |
| Returns for 5 years | 40.48 | 80.13 | 51% |
| Returns for 10 years | -9.09 | 115.67 | -8% |
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