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IVITX vs VIVAX
IVITX vs VIVAX Comparison
Open Charts IVITX vs VIVAX
VY® Invesco Growth and Income S2
Price$23.83
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets155.96M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
IVITX vs VIVAX Comparison Chart in %
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IVITX vs. VIVAX commentary
Jul 07, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. IVITX (156M). VIVAX pays higher dividends than IVITX: VIVAX (2.06) vs IVITX (1.12). 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 : 12.04 vs. IVITX (3.05). VIVAX return over 5 years is better than : 80.14 vs. IVITX (38.72).
| 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 | 7.342 | 6.209 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 189B | 0% |
| Annual Yield % from dividends | 1.12 | 2.06 | 54% |
| Returns for 1 year | 3.05 | 12.04 | 25% |
| Returns for 3 years | 6.15 | 35.16 | 17% |
| Returns for 5 years | 38.72 | 80.14 | 48% |
| Returns for 10 years | -11.27 | 115.74 | -10% |