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IVGSX vs VVIAX
IVGSX vs VVIAX Comparison
Open Charts IVGSX vs VVIAX
VY® Invesco Growth and Income S
Price$19.96
Change-$0.26 (-1.29%)
VolumeN/A
Net Assets158.19M
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
IVGSX vs VVIAX Comparison Chart in %
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IVGSX vs. VVIAX commentary
Nov 14, 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: 208B vs. IVGSX (158M). IVGSX pays higher dividends than VVIAX: IVGSX (2.65) vs VVIAX (2.09). 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 : 5.48 vs. IVGSX (-13.46). VVIAX return over 5 years is better than : 64.69 vs. IVGSX (10.17).
| 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 | -9.121 | 10.852 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 208B | 0% |
| Annual Yield % from dividends | 2.65 | 2.09 | 127% |
| Returns for 1 year | -13.46 | 5.48 | -245% |
| Returns for 3 years | -3.38 | 32.94 | -10% |
| Returns for 5 years | 10.17 | 64.69 | 16% |
| Returns for 10 years | -8.30 | 128.99 | -6% |
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