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IVKAX vs VIVAX
IVKAX vs VIVAX Comparison
Open Charts IVKAX vs VIVAX
VY® Invesco Comstock A
Price$20.46
Change+$0.15 (+0.74%)
VolumeN/A
Net Assets225.82M
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
IVKAX vs VIVAX Comparison Chart
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IVKAX vs. VIVAX 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. IVKAX (226M). VIVAX pays higher dividends than IVKAX: VIVAX (2.22) vs IVKAX (1.24). IVKAX was incepted earlier than VIVAX: IVKAX (23 years) vs VIVAX (33 years). IVKAX (1.29) 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 : 5.12 vs. IVKAX (-3.93). VIVAX (72.17) and IVKAX (68.97) have equivalent 5 years return.
| IVKAX | VIVAX | IVKAX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.29 | 0.17 | 759% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -0.587 | -0.958 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 184B | 0% |
| Annual Yield % from dividends | 1.24 | 2.22 | 56% |
| Returns for 1 year | -3.93 | 5.12 | -77% |
| Returns for 3 years | 2.49 | 20.66 | 12% |
| Returns for 5 years | 68.97 | 72.17 | 96% |
| Returns for 10 years | 41.33 | 96.24 | 43% |
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