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IVITX vs VIVAX
IVITX vs VIVAX Comparison
Open Charts IVITX vs VIVAX
VY® Invesco Growth and Income S2
Price$21.05
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets162.69M
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
IVITX vs VIVAX Comparison Chart in %
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IVITX vs. VIVAX commentary
Dec 27, 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 IVITX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. IVITX (163M). VIVAX pays higher dividends than IVITX: VIVAX (1.93) vs IVITX (0.47). IVITX was incepted earlier than VIVAX: IVITX (23 years) vs VIVAX (33 years). IVITX (1.04) is less costly to investors than VIVAX (0.17). IVITX is a more actively managed with annual turnover of: 30.00 vs. VIVAX (9.00). IVITX has a lower initial minimum investment than VIVAX: IVITX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.66 vs. IVITX (-5.99). VIVAX return over 5 years is better than : 64.99 vs. IVITX (8.26).
| IVITX | VIVAX | IVITX / VIVAX | |
| Total Expense Ratio | 1.04 | 0.17 | 612% |
| Annual Report Gross Expense Ratio | 1.04 | 0.17 | 612% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -4.716 | 14.025 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 216B | 0% |
| Annual Yield % from dividends | 0.47 | 1.93 | 24% |
| Returns for 1 year | -5.99 | 12.66 | -47% |
| Returns for 3 years | 3.34 | 37.81 | 9% |
| Returns for 5 years | 8.26 | 64.99 | 13% |
| Returns for 10 years | -5.12 | 134.86 | -4% |
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