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IVGSX vs VVIAX
IVGSX vs VVIAX Comparison
Open Charts IVGSX vs VVIAX
VY® Invesco Growth and Income S
Price$20.82
Change+$0.17 (+0.82%)
VolumeN/A
Net Assets161.85M
Vanguard Value Index Adm
Price$75.34
Change+$0.63 (+0.84%)
VolumeN/A
Net Assets215.53B
IVGSX vs VVIAX Comparison Chart in %
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IVGSX vs. VVIAX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. IVGSX (162M). IVGSX pays higher dividends than VVIAX: IVGSX (2.60) vs VVIAX (2.04). 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 : 10.16 vs. IVGSX (-8.96). VVIAX return over 5 years is better than : 63.70 vs. IVGSX (9.01).
| 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 | -5.205 | 14.171 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 216B | 0% |
| Annual Yield % from dividends | 2.60 | 2.04 | 128% |
| Returns for 1 year | -8.96 | 10.16 | -88% |
| Returns for 3 years | 1.11 | 34.53 | 3% |
| Returns for 5 years | 9.01 | 63.70 | 14% |
| Returns for 10 years | -0.92 | 139.89 | -1% |
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