ERIE vs IVZ: Earnings, Dividends & Valuation

Erie Indemnity Company ERIE | NASDAQ

$274.76 $0.00 | 0.00%

Dividend Safety RatingUnlock

Market Cap: $12.77 B

PE Ratio: 24.93

52-Week Range: $204.63 - $301.61

7.8-year Total Return: +119.1%

Dividend Yield (FWD): 2.13%

Invesco Ltd. IVZ | NYSE

$28.92 $0.00 | 0.00%

Dividend Safety RatingUnlock

Market Cap: $12.74 B

PE Ratio: -40.73

52-Week Range: $21.82 - $33.66

7.8-year Total Return: +125.6%

Dividend Yield (FWD): 2.97%

7.8-year Total Returns with DRIP & Price Chart for ERIE and IVZ

1Y 2Y 5Y 10Y All

7.8-yr Total Returns ERIE vs IVZ

	ERIE	IVZ
Initial Balance	$10,000	$10,000
Initial Price	$146.38	$18.22
Initial Shares	68.32	548.85

Total Dividends	$2,838	$4,123
Last Dividend	$1.4625	$0.215
Estimated Divs	$117 / quarter	$168 / quarter
Yield-on-Cost	4%	4.72%
End Shares	79.75 (+11.43)	779.94 (+231.09)
Last Shares Price	$274.76	$28.92
Total End Value	$21,912	$22,556
Total Return	+119.1%	+125.6%
Comparison start date: Jan 31, 2019

ERIE & IVZ Dividend Charts

Dividend Payments & Yield - ERIE

ERIE Dividend CAGR:1Y: 7.14%2Y: 7.10%5Y: 5.67%10Y: 6.45%

Dividend Payments & Yield - IVZ

IVZ Dividend CAGR:1Y: -2.61%2Y: 2.14%5Y: 4.80%10Y: -2.54%

Dividend Payout Ratio - ERIE

Dividend Payout Ratio - IVZ

Dividend to Free Cash Flow (FCF) Ratio - ERIE

Dividend to Free Cash Flow (FCF) Ratio - IVZ

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Fundamentals: Revenue, Earnings, Cash Flow, EBITDA & Shares Outstanding:

ERIE - Revenue

ERIE Revenue CAGR:1Y: -17.96%2Y: 3.44%5Y: 8.59%10Y: 9.69%

IVZ - Revenue

IVZ Revenue CAGR:1Y: 14.19%2Y: 11.18%5Y: 1.37%10Y: 4.54%

ERIE - Earnings Per Share (EPS)

ERIE EPS CAGR:1Y: -0.57%2Y: 6.64%5Y: 15.14%10Y: 12.31%

IVZ - Earnings Per Share (EPS)

IVZ EPS CAGR:1Y: -1.52%2Y: 132.74%5Y: -5.00%10Y: 0.80%

ERIE - Net Income

ERIE Net Income CAGR:1Y: -0.47%2Y: 6.71%5Y: 15.07%10Y: 12.24%

IVZ - Net Income

IVZ Net Income CAGR:1Y: -6.99%2Y: 70.38%5Y: -3.16%10Y: 3.23%

ERIE - EBITDA

ERIE EBITDA CAGR:1Y: -7.33%2Y: 12.76%5Y: 15.11%10Y: 10.39%

IVZ - EBITDA

IVZ EBITDA CAGR:1Y: 19.84%2Y: 55.90%5Y: -7.12%10Y: 2.22%

ERIE - Free Cash Flow

ERIE Free Cash Flow CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

IVZ - Free Cash Flow

IVZ Free Cash Flow CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

ERIE - Free Cash Flow / Share

ERIE Free Cash Flow / Share CAGR:1Y: 1.35%2Y: 3.98%5Y: 10.67%10Y: 14.49%

IVZ - Free Cash Flow / Share

IVZ Free Cash Flow / Share CAGR:1Y: -31.61%2Y: -0.83%5Y: -6.51%10Y: 0.68%

ERIE - Shares Outstanding

ERIE Shares Outstanding CAGR:1Y: -0.01%2Y: -0.01%5Y: 0.00%10Y: -1.12%

IVZ - Shares Outstanding

IVZ Shares Outstanding CAGR:1Y: -0.46%2Y: -0.34%5Y: -0.59%10Y: 1.23%

ERIE - Stock-Based Comp

ERIE Stock-Based Comp CAGR:1Y: N/A2Y: -100.00%5Y: N/A10Y: N/A

IVZ - Stock-Based Comp

IVZ Stock-Based Comp CAGR:1Y: -100.00%2Y: -100.00%5Y: -100.00%10Y: -100.00%

ERIE - Expenses

ERIE Expenses CAGR:1Y: -43.65%2Y: -33.70%5Y: -4.15%10Y: -9.98%

IVZ - Expenses

IVZ Expenses CAGR:1Y: 255.18%2Y: 90.01%5Y: -3.98%10Y: 1.48%

Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:

ERIE - REVENUE: Actual + Estimates

ERIE Actual Revenue CAGR:1Y: -17.96%2Y: 3.44%5Y: 8.59%10Y: 9.69%

IVZ - REVENUE: Actual + Estimates

IVZ Actual Revenue CAGR:1Y: 14.19%2Y: 11.18%5Y: 1.37%10Y: 4.54%

ERIE - EPS: Actual + Estimates

ERIE Actual EPS CAGR:1Y: -0.57%2Y: 6.64%5Y: 15.14%10Y: 12.31%

IVZ - EPS: Actual + Estimates

IVZ Actual EPS CAGR:1Y: -1.52%2Y: 132.74%5Y: -5.00%10Y: 0.80%

ERIE - NET INCOME: Actual + Estimates

ERIE Actual Net Income CAGR:1Y: -0.47%2Y: 6.71%5Y: 15.07%10Y: 12.24%

IVZ - NET INCOME: Actual + Estimates

IVZ Actual Net Income CAGR:1Y: -6.99%2Y: 70.38%5Y: -3.16%10Y: 3.23%

ERIE - EBITDA: Actual + Estimates

ERIE Actual EBITDA CAGR:1Y: -7.33%2Y: 12.76%5Y: 15.11%10Y: 10.39%

IVZ - EBITDA: Actual + Estimates

IVZ Actual EBITDA CAGR:1Y: 19.84%2Y: 55.90%5Y: -7.12%10Y: 2.22%

Ratios, Profit Margins & Return on Capital:

ERIE - Net Profit Margin

ERIE Net Profit Margin CAGR:1Y: -0.70%2Y: 3.17%5Y: 5.95%10Y: 2.32%

IVZ - Net Profit Margin

IVZ Net Profit Margin CAGR:1Y: -15.99%2Y: 53.21%5Y: -4.47%10Y: -1.25%

ERIE - Gross Profit Margin

ERIE Gross Profit Margin CAGR:1Y: 8.21%2Y: 3.73%5Y: 3.48%10Y: -12.72%

IVZ - Gross Profit Margin

IVZ Gross Profit Margin CAGR:1Y: 92.10%2Y: 59.63%5Y: -2.04%10Y: -0.82%

ERIE - Price to Earnings

IVZ - Price to Earnings

ERIE - Price To Sales Ratio

IVZ - Price To Sales Ratio

ERIE - Return on Capital Employed

IVZ - Return on Capital Employed

ERIE - Return on Invested Capital

IVZ - Return on Invested Capital

Combined Charts: Earnings, Cash Flow, Valuation, Cash & Debt:

ERIE - EPS vs PE Ratio

IVZ - EPS vs PE Ratio

ERIE - FCF vs FCF/Share

IVZ - FCF vs FCF/Share

ERIE - EPS vs FCF per Share

IVZ - EPS vs FCF per Share

ERIE - FCF vs Stock Based Comp

IVZ - FCF vs Stock Based Comp

ERIE - Revenue vs Net Income

IVZ - Revenue vs Net Income

ERIE - Cash & Debt

IVZ - Cash & Debt

Dividend History Tables

ERIE Dividends Info:

Estimated Annual Dividend: $5.85

Forward Yield: 2.13%

Ex-Dividend Date: 2026-10-05

Lifetime Dividends / Share: $78.68

ERIE Dividend History: Dates, Payments & Yield list

Below is a schedule of all ERIE dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
10/05/2026	10/07/2026	$1.463	2.64%	2.69%	$217.77
07/07/2026	07/09/2026	$1.463	2.28%	2.36%	$247.81
04/07/2026	04/09/2026	$1.463	2.35%	2.27%	$257.25
01/06/2026	01/08/2026	$1.463	2.05%	2.05%	$285.36
10/06/2025	10/08/2025	$1.365	1.73%	1.67%	$327.70
07/08/2025	07/10/2025	$1.365	1.6%	1.55%	$351.40
04/07/2025	04/09/2025	$1.365	1.43%	1.36%	$402.00
01/07/2025	01/09/2025	$1.365	1.36%	1.45%	$377.70
10/07/2024	10/09/2024	$1.275	0.98%	0.96%	$532.60
07/08/2024	07/23/2024	$1.280	1.39%	1.32%	$388.20
07/09/2024	07/11/2024	$1.275	1.43%	1.41%	$362.47
04/08/2024	04/10/2024	$1.275	1.28%	1.3%	$393.36
01/05/2024	01/08/2024	$1.275	1.55%	1.55%	$328.94
10/04/2023	10/06/2023	$1.190	1.58%	1.57%	$303.61
07/05/2023	07/07/2023	$1.190	2.31%	2.32%	$205.44
04/04/2023	04/06/2023	$1.190	2.08%	2.05%	$232.25
01/04/2023	01/06/2023	$1.190	1.97%	1.9%	$250.98
10/04/2022	10/20/2022	$1.110	1.9%	1.9%	$234.11
07/05/2022	07/20/2022	$1.110	2.29%	2.3%	$192.72
04/04/2022	04/20/2022	$1.110	2.48%	2.48%	$178.94
01/04/2022	01/20/2022	$1.110	2.32%	2.53%	$175.33
10/04/2021	10/20/2021	$1.035	2.29%	2.08%	$198.71
07/02/2021	07/20/2021	$1.035	2.16%	2.24%	$184.55
04/05/2021	04/20/2021	$1.035	1.86%	1.86%	$223.15
01/04/2021	01/20/2021	$1.035	1.72%	1.71%	$242.66
12/18/2020	12/29/2020	$2.000	3.23%	3.3%	$242.09
10/02/2020	10/20/2020	$0.965	1.81%	1.72%	$224.95
07/06/2020	07/21/2020	$0.965	2.02%	1.87%	$206.07
04/03/2020	04/21/2020	$0.965	2.35%	2.18%	$177.41
01/06/2020	01/22/2020	$0.965	2.3%	2.3%	$167.57
10/04/2019	10/22/2019	$0.900	1.98%	1.93%	$186.38
07/08/2019	07/23/2019	$0.900	1.36%	1.35%	$266.00
04/05/2019	04/23/2019	$0.900	2.06%	1.99%	$181.02
01/07/2019	01/23/2019	$0.900	0%	2.46%	$146.38
10/05/2018	10/23/2018	$0.840	0%	2.3%	$146.38
07/05/2018	07/20/2018	$0.840	0%	2.3%	$146.38
04/05/2018	04/20/2018	$0.840	0%	2.3%	$146.38
01/05/2018	01/23/2018	$0.840	0%	2.3%	$146.38
10/04/2017	10/20/2017	$0.783	0%	2.14%	$146.38
07/03/2017	07/20/2017	$0.783	0%	2.14%	$146.38
04/03/2017	04/20/2017	$0.783	0%	2.14%	$146.38
01/03/2017	01/20/2017	$0.783	0%	2.14%	$146.38
10/03/2016	10/20/2016	$0.730	0%	1.99%	$146.38
07/01/2016	07/20/2016	$0.730	0%	1.99%	$146.38
04/04/2016	04/20/2016	$0.730	0%	1.99%	$146.38
12/31/2015	01/20/2016	$0.730	0%	1.99%	$146.38
10/01/2015	10/20/2015	$0.681	0%	1.86%	$146.38
07/02/2015	07/21/2015	$0.681	0%	1.86%	$146.38
04/02/2015	04/21/2015	$0.681	0%	1.86%	$146.38
01/02/2015	01/21/2015	$0.681	0%	1.86%	$146.38
09/30/2014	10/17/2014	$0.635	0%	1.74%	$146.38
07/01/2014	07/18/2014	$0.635	0%	1.74%	$146.38
04/03/2014	04/22/2014	$0.635	0%	1.74%	$146.38
01/03/2014	01/22/2014	$0.635	0%	1.74%	$146.38
10/02/2013	10/18/2013	$0.593	0%	1.62%	$146.38
07/02/2013	07/19/2013	$0.593	0%	1.62%	$146.38
04/03/2013	04/19/2013	$0.593	0%	1.62%	$146.38
12/05/2012	12/21/2012	$2.593	0%	7.09%	$146.38
10/03/2012	10/19/2012	$0.553	0%	1.51%	$146.38
07/03/2012	07/20/2012	$0.553	0%	1.51%	$146.38
04/03/2012	04/20/2012	$0.553	0%	1.51%	$146.38
01/03/2012	01/20/2012	$0.553	0%	1.51%	$146.38
10/04/2011	10/20/2011	$0.515	0%	1.41%	$146.38
07/01/2011	07/20/2011	$0.515	0%	1.41%	$146.38
04/04/2011	04/20/2011	$0.515	0%	1.41%	$146.38
01/03/2011	01/20/2011	$0.515	0%	1.41%	$146.38
10/01/2010	10/20/2010	$0.480	0%	1.31%	$146.38
07/01/2010	07/20/2010	$0.480	0%	1.31%	$146.38
04/01/2010	04/20/2010	$0.480	0%	1.31%	$146.38
12/31/2009	01/20/2010	$0.480	0%	1.31%	$146.38
10/01/2009	10/20/2009	$0.450	0%	1.23%	$146.38
07/01/2009	07/20/2009	$0.450	0%	1.23%	$146.38
04/01/2009	04/20/2009	$0.450	0%	1.23%	$146.38
12/31/2008	01/20/2009	$0.450	0%	1.23%	$146.38
10/01/2008	10/20/2008	$0.440	0%	1.2%	$146.38
07/01/2008	07/18/2008	$0.440	0%	1.2%	$146.38
04/02/2008	04/18/2008	$0.440	0%	1.2%	$146.38
01/02/2008	01/18/2008	$0.440	0%	1.2%	$146.38
10/02/2007	10/19/2007	$0.400	0%	1.09%	$146.38
07/03/2007	07/20/2007	$0.400	0%	1.09%	$146.38
04/03/2007	04/20/2007	$0.400	0%	1.09%	$146.38
01/03/2007	01/19/2007	$0.400	0%	1.09%	$146.38
10/03/2006	10/20/2006	$0.360	0%	0.98%	$146.38
07/03/2006	07/20/2006	$0.360	0%	0.98%	$146.38
04/03/2006	04/20/2006	$0.360	0%	0.98%	$146.38
01/03/2006	01/20/2006	$0.360	0%	0.98%	$146.38
10/03/2005	10/20/2005	$0.325	0%	0.89%	$146.38
07/01/2005	07/20/2005	$0.325	0%	0.89%	$146.38
04/04/2005	04/20/2005	$0.325	0%	0.89%	$146.38
01/04/2005	01/20/2005	$0.325	0%	0.89%	$146.38
10/01/2004	10/20/2004	$0.215	0%	0.59%	$146.38
07/01/2004	07/20/2004	$0.215	0%	0.59%	$146.38
04/01/2004	04/20/2004	$0.215	0%	0.59%	$146.38
12/31/2003	01/20/2004	$0.215	0%	0.59%	$146.38
10/02/2003	10/20/2003	$0.190	0%	0.52%	$146.38
07/01/2003	07/18/2003	$0.190	0%	0.52%	$146.38
04/02/2003	04/21/2003	$0.190	0%	0.52%	$146.38
01/02/2003	01/20/2003	$0.190	0%	0.52%	$146.38
10/02/2002	10/18/2002	$0.170	0%	0.46%	$146.38
07/02/2002	07/19/2002	$0.170	0%	0.46%	$146.38
04/03/2002	04/19/2002	$0.170	0%	0.46%	$146.38
01/02/2002	01/18/2002	$0.170	0%	0.46%	$146.38
10/03/2001	10/19/2001	$0.153	0%	0.42%	$146.38
07/03/2001	07/20/2001	$0.153	0%	0.42%	$146.38
04/04/2001	04/20/2001	$0.153	0%	0.42%	$146.38
01/03/2001	01/19/2001	$0.153	0%	0.42%	$146.38
10/04/2000	10/20/2000	$0.135	0%	0.37%	$146.38
07/03/2000	07/20/2000	$0.135	0%	0.37%	$146.38
04/04/2000	04/20/2000	$0.135	0%	0.37%	$146.38
01/04/2000	01/20/2000	$0.135	0%	0.37%	$146.38
10/04/1999	10/20/1999	$0.120	0%	0.33%	$146.38
07/01/1999	07/20/1999	$0.120	0%	0.33%	$146.38
04/01/1999	04/20/1999	$0.120	0%	0.33%	$146.38
01/04/1999	01/20/1999	$0.120	0%	0.33%	$146.38
10/02/1998	10/20/1998	$0.108	0%	0.29%	$146.38
07/01/1998	07/20/1998	$0.108	0%	0.29%	$146.38
04/02/1998	04/20/1998	$0.108	0%	0.29%	$146.38
01/02/1998	01/20/1998	$0.108	0%	0.29%	$146.38
10/02/1997	10/20/1997	$0.095	0%	0.26%	$146.38
07/01/1997	07/18/1997	$0.095	0%	0.26%	$146.38
04/02/1997	04/18/1997	$0.095	0%	0.26%	$146.38
01/02/1997	01/20/1997	$0.095	0%	0.26%	$146.38
10/02/1996	10/18/1996	$0.082	0%	0.22%	$146.38
07/02/1996	07/19/1996	$0.082	0%	0.22%	$146.38
04/02/1996	04/19/1996	$0.083	0%	0.23%	$146.38
01/03/1996	01/19/1996	$0.065	0%	0.18%	$146.38

IVZ Dividends Info:

Estimated Annual Dividend: $0.86

Forward Yield: 2.97%

Ex-Dividend Date: 2026-08-14

Lifetime Dividends / Share: $19.67

IVZ Dividend History: Dates, Payments & Yield list

Below is a schedule of all IVZ dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
08/14/2026	08/17/2026	$0.215	2.64%	2.64%	$32.57
05/15/2026	05/18/2026	$0.215	3.17%	3.14%	$27.39
02/13/2026	02/16/2026	$0.210	3.17%	3.32%	$25.33
11/14/2025	11/17/2025	$0.210	3.57%	3.74%	$22.44
08/14/2025	08/18/2025	$0.210	3.94%	4%	$21.00
05/14/2025	05/16/2025	$0.210	5.43%	5.44%	$15.44
02/14/2025	02/17/2025	$0.205	4.43%	5.13%	$16.00
11/14/2024	11/18/2024	$0.205	4.62%	4.69%	$17.47
08/16/2024	08/19/2024	$0.205	4.86%	4.84%	$16.94
05/13/2024	05/15/2024	$0.205	5.19%	5.03%	$16.31
02/15/2024	02/19/2024	$0.200	5.1%	5.12%	$15.63
12/28/2023	12/22/2023	$0.400	8.85%	9.04%	$17.70
12/18/2023	12/22/2023	$0.310	7.15%	7.01%	$17.70
11/09/2023	11/13/2023	$0.200	6.26%	6.17%	$12.96
08/10/2023	08/14/2023	$0.200	4.93%	4.94%	$16.20
05/08/2023	05/10/2023	$0.200	4.91%	5.02%	$15.93
02/15/2023	02/17/2023	$0.188	3.99%	4.01%	$18.71
11/09/2022	12/02/2022	$0.188	4.71%	3.93%	$19.09
08/11/2022	09/02/2022	$0.188	4.06%	4.62%	$16.25
05/09/2022	06/02/2022	$0.188	4.23%	3.9%	$19.24
02/15/2022	03/02/2022	$0.170	2.91%	3.31%	$20.54
11/10/2021	12/02/2021	$0.170	2.66%	2.99%	$22.75
08/12/2021	09/01/2021	$0.170	2.71%	2.7%	$25.16
05/10/2021	06/03/2021	$0.170	2.41%	2.32%	$29.33
02/12/2021	03/02/2021	$0.155	2.73%	2.59%	$23.95
11/10/2020	12/02/2020	$0.155	4.27%	3.7%	$16.76
08/13/2020	09/01/2020	$0.155	5.79%	6.09%	$10.18
05/08/2020	06/03/2020	$0.155	7.77%	6.78%	$9.15
02/12/2020	03/02/2020	$0.310	6.67%	8.39%	$14.78
11/08/2019	12/02/2019	$0.310	6.96%	7.17%	$17.29
08/14/2019	09/03/2019	$0.310	8.09%	7.98%	$15.53
05/09/2019	06/03/2019	$0.310	5.96%	6.2%	$19.99
02/13/2019	03/01/2019	$0.300	6.5%	6.15%	$19.51
11/09/2018	12/03/2018	$0.300	5.75%	5.81%	$20.65
08/15/2018	09/04/2018	$0.300	4.96%	5%	$23.98
05/10/2018	06/01/2018	$0.300	4.26%	4.33%	$27.72
02/14/2018	03/02/2018	$0.290	3.5%	3.6%	$32.21
11/13/2017	12/04/2017	$0.290	3.36%	3.15%	$36.88
08/15/2017	09/01/2017	$0.290	3.43%	3.5%	$33.12
05/10/2017	06/02/2017	$0.290	3.58%	3.52%	$32.93
02/14/2017	03/03/2017	$0.280	3.5%	3.46%	$32.33
11/10/2016	12/05/2016	$0.280	3.61%	3.53%	$31.72
08/16/2016	09/02/2016	$0.280	3.77%	3.56%	$31.48
05/11/2016	06/03/2016	$0.280	3.86%	3.68%	$30.41
02/16/2016	03/04/2016	$0.270	4.04%	3.71%	$29.09
11/13/2015	12/07/2015	$0.270	3.4%	3.22%	$33.56
08/18/2015	09/04/2015	$0.270	2.9%	3.38%	$31.95
05/13/2015	06/05/2015	$0.270	2.68%	2.76%	$39.20
02/17/2015	03/06/2015	$0.250	2.53%	2.49%	$40.14
11/14/2014	12/05/2014	$0.250	2.49%	2.43%	$41.15
08/19/2014	09/05/2014	$0.250	2.53%	2.44%	$40.97
05/14/2014	06/06/2014	$0.250	2.81%	2.62%	$38.18
02/18/2014	03/07/2014	$0.225	2.64%	2.61%	$34.52
11/15/2013	12/09/2013	$0.225	2.66%	2.52%	$35.67
08/19/2013	09/06/2013	$0.225	2.88%	2.96%	$30.45
05/15/2013	06/07/2013	$0.225	2.6%	2.61%	$34.44
02/19/2013	03/08/2013	$0.172	2.49%	2.45%	$28.11
11/15/2012	12/07/2012	$0.173	2.97%	2.78%	$24.86
08/20/2012	09/07/2012	$0.173	2.9%	2.76%	$25.01
05/16/2012	06/08/2012	$0.173	3.13%	3.02%	$22.82
02/21/2012	03/09/2012	$0.123	1.98%	1.97%	$24.87
11/16/2011	12/07/2011	$0.123	2.49%	2.34%	$20.96
08/18/2011	09/08/2011	$0.123	3.02%	2.84%	$17.25
05/18/2011	06/08/2011	$0.123	1.98%	2.16%	$22.70
02/18/2011	03/09/2011	$0.110	1.61%	1.66%	$26.50
11/17/2010	12/08/2010	$0.110	2.05%	1.91%	$23.08
08/19/2010	09/09/2010	$0.110	2.4%	2.19%	$20.09
05/20/2010	06/09/2010	$0.110	2.37%	2.49%	$17.65
02/19/2010	03/10/2010	$0.103	2.1%	2.05%	$19.97
11/16/2009	12/02/2009	$0.103	1.73%	1.84%	$22.25
08/17/2009	09/02/2009	$0.103	2.19%	2.05%	$19.96
05/18/2009	06/03/2009	$0.103	2.63%	2.35%	$17.43
02/23/2009	03/11/2009	$0.100	3.61%	3.47%	$11.54
11/24/2008	12/17/2008	$0.100	3.48%	3.03%	$13.22
08/18/2008	09/09/2008	$0.100	0.77%	1.68%	$23.74
05/19/2008	06/09/2008	$0.100	0.71%	0.74%	$26.95
03/18/2008	04/07/2008	$0.220	1.93%	1.77%	$24.84
09/19/2007	10/25/2007	$0.164	1.28%	1.13%	$29.08
04/25/2007	06/06/2007	$0.208	1.78%	1.76%	$23.59
09/06/2006	10/23/2006	$0.154	1.52%	1.31%	$23.57
03/29/2006	05/15/2006	$0.191	1.99%	1.82%	$21.04
09/07/2005	10/24/2005	$0.145	2.14%	2.4%	$12.06
03/30/2005	05/16/2005	$0.188	2.92%	3.3%	$11.39
09/22/2004	10/25/2004	$0.089	1.59%	1.71%	$10.38
03/31/2004	05/17/2004	$0.238	3.15%	3.9%	$12.20
08/13/2003	10/14/2003	$0.161	2.03%	1.85%	$17.36
04/02/2003	05/12/2003	$0.236	4.71%	4.15%	$11.36
08/28/2002	10/15/2002	$0.170	2.43%	3.21%	$10.62
04/03/2002	05/13/2002	$0.205	1.5%	1.89%	$21.73
09/05/2001	10/15/2001	$0.144	1%	1.19%	$24.27
03/28/2001	05/14/2001	$0.193	1.32%	1.09%	$35.45
09/06/2000	10/16/2000	$0.129	0.62%	0.64%	$40.33
04/05/2000	05/15/2000	$0.194	1.43%	1.5%	$25.92
09/01/1999	09/03/1999	$0.124	1.46%	1.44%	$17.30
04/01/1999	04/05/1999	$0.178	3.52%	3.54%	$20.13
09/02/1998	10/13/1998	$0.098	2.69%	3.3%	$11.88
04/01/1998	04/03/1998	$0.146	2.66%	2.65%	$22.00
08/13/1997	08/15/1997	$0.081	2.7%	2.74%	$11.83
04/01/1997	04/03/1997	$0.046	1.7%	1.77%	$10.48
08/26/1996	08/28/1996	$0.062	3.27%	3.25%	$7.58
05/20/1996	05/22/1996	$0.122	6.36%	6.28%	$7.80

Projected Future Values & Dividends for ERIE & IVZ

Based on past 7.8 years performance, ERIE had share price CAGR of +8.44%, and dividend CAGR of +6.62%.

During same period IVZ had share price CAGR of +0.37%, and dividend CAGR of -2.61%.

Using these CAGR metrics, we can estimate that your initial $10,000 investment from 7.8 years ago, with dividends being reinvested (DRIP), is modelled to grow and collect dividends as follows:

	ERIE	IVZ
Start Value	$10,000	$10,000
Start Share Price	$274.76	$28.92
Start Shares	36.40	345.78

After 10 years:	ERIE	IVZ
Final Share Count	44.32	448.34
Dividends Payment	$2.78	$0.17
Annual Dividends	$492	$296
Share Price	$617.90	$30.02
Total Dividends	$3,228	$3,016
Final Value	$27,387	$13,459

Estimated Future Returns - ERIE

Estimated Future Returns - IVZ

Estimate Dividend Snowball and total future returns for ERIE and IVZ with our dividend (DRIP) calculator.

Above numbers are merely projections based on Dividend and Price CAGR for each stock, and should only be considered as 'potential future returns'! These numbers assume DRIP (reinvesting dividends).

We cannot guarantee that your actual returns will meet these metrics.

Compare Stocks: ERIE vs IVZ