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IOVVX vs VIVAX
IOVVX vs VIVAX Comparison
Open Charts IOVVX vs VIVAX
Invesco Comstock Select R5
Price$34.74
Change-$0.54 (-1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.31
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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IOVVX vs VIVAX Comparison Chart
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IOVVX vs. VIVAX commentary
Sep 08, 2024
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 IOVVX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. IOVVX (781M). VIVAX pays higher dividends than IOVVX: VIVAX (2.25) vs IOVVX (1.73). IOVVX was incepted earlier than VIVAX: IOVVX (5 years) vs VIVAX (32 years). IOVVX is a more actively managed with annual turnover of: 57.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than IOVVX: VIVAX (3000) vs IOVVX (1000000). VIVAX annual gain was more profitable for investors over the last year : 19.29 vs. IOVVX (11.63). VIVAX return over 5 years is better than : 53.52 vs. IOVVX (19.31).
| IOVVX | VIVAX | IOVVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 10.168 | 13.482 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 183B | 0% |
| Annual Yield % from dividends | 1.73 | 2.25 | 77% |
| Returns for 1 year | 11.63 | 19.29 | 60% |
| Returns for 3 years | 8.22 | 19.67 | 42% |
| Returns for 5 years | 19.31 | 53.52 | 36% |
| Returns for 10 years | N/A | 107.49 | - |