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IVITX vs VIVAX
IVITX vs VIVAX Comparison
Open Charts IVITX vs VIVAX
VY® Invesco Growth and Income S2
Price$22.75
Change-$0.21 (-0.91%)
VolumeN/A
Net Assets151.11M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
IVITX vs VIVAX Comparison Chart
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IVITX vs. VIVAX commentary
Jun 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 IVITX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. IVITX (151M). VIVAX pays higher dividends than IVITX: VIVAX (2.16) vs IVITX (1.18). 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 : 8.01 vs. IVITX (-0.68). VIVAX return over 5 years is better than : 72.56 vs. IVITX (31.02).
| 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 | 2.477 | 2.419 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 189B | 0% |
| Annual Yield % from dividends | 1.18 | 2.16 | 55% |
| Returns for 1 year | -0.68 | 8.01 | -9% |
| Returns for 3 years | 1.42 | 32.20 | 4% |
| Returns for 5 years | 31.02 | 72.56 | 43% |
| Returns for 10 years | -16.97 | 103.54 | -16% |
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