IVITX
Price
$19.58
Change
-$0.03 (-0.15%)
Updated
Jul 28 closing price
Net Assets
156.27M
VVIAX
Price
$70.11
Change
-$0.33 (-0.47%)
Updated
Jul 28 closing price
Net Assets
195.18B
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IVITX vs VVIAX

Header iconIVITX vs VVIAX Comparison
Open Charts IVITX vs VVIAXBanner chart's image
VY® Invesco Growth and Income S2
Price$19.58
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets156.27M
Vanguard Value Index Adm
Price$70.11
Change-$0.33 (-0.47%)
VolumeN/A
Net Assets195.18B
IVITX vs VVIAX Comparison Chart in %
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IVITX vs. VVIAX commentary
Jul 29, 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 VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. IVITX (156M). VVIAX pays higher dividends than IVITX: VVIAX (2.18) vs IVITX (1.12). IVITX was incepted earlier than VVIAX: IVITX (23 years) vs VVIAX (25 years). IVITX (1.04) is less costly to investors than VVIAX (0.05). IVITX is a more actively managed with annual turnover of: 30.00 vs. VVIAX (9.00). IVITX has a lower initial minimum investment than VVIAX: IVITX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.76 vs. IVITX (-7.80). VVIAX return over 5 years is better than : 72.26 vs. IVITX (21.88).
IVITXVVIAXIVITX / VVIAX
Total Expense Ratio1.040.052,080%
Annual Report Gross Expense Ratio1.040.052,080%
Fund Existence23 years25 years-
Gain YTD-11.3706.214-183%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets156M195B0%
Annual Yield % from dividends1.122.1851%
Returns for 1 year-7.807.76-100%
Returns for 3 years-3.1029.96-10%
Returns for 5 years21.8872.2630%
Returns for 10 years-16.24114.06-14%
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