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IVKAX vs RMFEX
IVKAX vs RMFEX Comparison
Open Charts IVKAX vs RMFEX
VY® Invesco Comstock A
Price$20.46
Change+$0.15 (+0.74%)
VolumeN/A
Net Assets225.82M
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
IVKAX vs RMFEX Comparison Chart
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IVKAX vs. RMFEX commentary
May 09, 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: 101B vs. IVKAX (226M). RMFEX pays higher dividends than IVKAX: RMFEX (1.65) vs IVKAX (1.24). 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 (23.00). 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 : 5.68 vs. IVKAX (-3.93). IVKAX return over 5 years is better than : 68.97 vs. RMFEX (58.56).
| 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 | -0.587 | 1.374 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 101B | 0% |
| Annual Yield % from dividends | 1.24 | 1.65 | 75% |
| Returns for 1 year | -3.93 | 5.68 | -69% |
| Returns for 3 years | 2.49 | 18.38 | 14% |
| Returns for 5 years | 68.97 | 58.56 | 118% |
| Returns for 10 years | 41.33 | 66.50 | 62% |