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IVGSX vs VVIAX
IVGSX vs VVIAX Comparison
Open Charts IVGSX vs VVIAX
VY® Invesco Growth and Income S
Price$21.57
Change+$1.81 (+9.16%)
VolumeN/A
Net Assets167.62M
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
IVGSX vs VVIAX Comparison Chart in %
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IVGSX vs. VVIAX commentary
Feb 05, 2026
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 Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. IVGSX (168M). IVGSX pays higher dividends than VVIAX: IVGSX (2.49) vs VVIAX (1.95). 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 : 15.08 vs. IVGSX (-6.24). VVIAX return over 5 years is better than : 66.27 vs. IVGSX (6.44).
| 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 | 4.153 | 5.999 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 218B | 0% |
| Annual Yield % from dividends | 2.49 | 1.95 | 128% |
| Returns for 1 year | -6.24 | 15.08 | -41% |
| Returns for 3 years | 0.74 | 41.04 | 2% |
| Returns for 5 years | 6.44 | 66.27 | 10% |
| Returns for 10 years | 11.76 | 167.18 | 7% |
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