IVGSX
Price
$19.48
Change
+$0.11 (+0.57%)
Updated
Jul 25 closing price
Net Assets
156.27M
VVIAX
Price
$70.44
Change
+$0.29 (+0.41%)
Updated
Jul 25 closing price
Net Assets
195.18B
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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$19.48
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets156.27M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
IVGSX vs VVIAX Comparison Chart in %
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IVGSX vs. VVIAX commentary
Jul 28, 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: 195B 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 : 9.75 vs. IVGSX (-6.28). VVIAX return over 5 years is better than : 74.87 vs. IVGSX (25.09).
IVGSXVVIAXIVGSX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence32 years25 years-
Gain YTD-11.3066.714-168%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets156M195B0%
Annual Yield % from dividends1.202.1855%
Returns for 1 year-6.289.75-64%
Returns for 3 years0.6934.322%
Returns for 5 years25.0974.8734%
Returns for 10 years-13.46116.26-12%
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