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IVITX vs VIVAX
IVITX vs VIVAX Comparison
Open Charts IVITX vs VIVAX
VY® Invesco Growth and Income S2
Price$21.87
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets167.62M
Vanguard Value Index I
Price$79.45
Change+$0.45 (+0.57%)
VolumeN/A
Net Assets217.68B
IVITX vs VIVAX Comparison Chart in %
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IVITX vs. VIVAX 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 IVITX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. IVITX (168M). VIVAX pays higher dividends than IVITX: VIVAX (1.84) vs IVITX (0.45). 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 : 15.07 vs. IVITX (-6.25). VIVAX return over 5 years is better than : 66.25 vs. IVITX (5.37).
| 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 | 4.177 | 5.998 | 70% |
| 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 | 0.45 | 1.84 | 24% |
| Returns for 1 year | -6.25 | 15.07 | -41% |
| Returns for 3 years | 0.20 | 41.03 | 0% |
| Returns for 5 years | 5.37 | 66.25 | 8% |
| Returns for 10 years | 9.35 | 167.20 | 6% |
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