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IVKAX vs VIVAX
IVKAX vs VIVAX Comparison
Open Charts IVKAX vs VIVAX
VY® Invesco Comstock A
Price$22.46
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets248.23M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
IVKAX vs VIVAX Comparison Chart in %
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IVKAX vs. VIVAX commentary
Jul 27, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. IVKAX (248M). VIVAX pays higher dividends than IVKAX: VIVAX (2.06) vs IVKAX (1.14). IVKAX was incepted earlier than VIVAX: IVKAX (23 years) vs VIVAX (33 years). IVKAX (1.30) is less costly to investors than VIVAX (0.17). IVKAX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). IVKAX has a lower initial minimum investment than VIVAX: IVKAX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. IVKAX (3.53). VIVAX (74.87) and IVKAX (73.43) have equivalent 5 years return.
| IVKAX | VIVAX | IVKAX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.30 | 0.17 | 765% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 9.936 | 6.724 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 195B | 0% |
| Annual Yield % from dividends | 1.14 | 2.06 | 56% |
| Returns for 1 year | 3.53 | 9.76 | 36% |
| Returns for 3 years | 17.37 | 34.31 | 51% |
| Returns for 5 years | 73.43 | 74.87 | 98% |
| Returns for 10 years | 60.39 | 116.32 | 52% |
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