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IVKAX vs RMFEX
IVKAX vs RMFEX Comparison
Open Charts IVKAX vs RMFEX
VY® Invesco Comstock A
Price$19.23
Change-$0.23 (-1.18%)
VolumeN/A
Net Assets213.06M
American Funds American Mutual R4
Price$52.93
Change-$0.68 (-1.27%)
VolumeN/A
Net Assets97.76B
IVKAX vs RMFEX Comparison Chart
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IVKAX vs. RMFEX commentary
Apr 18, 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 IVKAX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.8B vs. IVKAX (213M). RMFEX pays higher dividends than IVKAX: RMFEX (1.61) vs IVKAX (1.19). IVKAX was incepted earlier than RMFEX: IVKAX (23 years) vs RMFEX (23 years). IVKAX (1.29) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. IVKAX (19.00). IVKAX has a lower initial minimum investment than RMFEX: IVKAX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 3.75 vs. IVKAX (-5.39). IVKAX return over 5 years is better than : 67.88 vs. RMFEX (51.09).
| IVKAX | RMFEX | IVKAX / RMFEX | |
| Total Expense Ratio | 1.20 | 0.62 | 194% |
| Annual Report Gross Expense Ratio | 1.29 | 0.62 | 208% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -4.748 | -3.251 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 97.8B | 0% |
| Annual Yield % from dividends | 1.19 | 1.61 | 74% |
| Returns for 1 year | -5.39 | 3.75 | -144% |
| Returns for 3 years | -6.60 | 6.54 | -101% |
| Returns for 5 years | 67.88 | 51.09 | 133% |
| Returns for 10 years | 36.23 | 60.35 | 60% |