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IVKAX vs VIVAX
IVKAX vs VIVAX Comparison
Open Charts IVKAX vs VIVAX
VY® Invesco Comstock A
Price$19.23
Change-$0.23 (-1.18%)
VolumeN/A
Net Assets213.06M
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
IVKAX vs VIVAX Comparison Chart
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IVKAX vs. VIVAX 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. IVKAX (213M). VIVAX pays higher dividends than IVKAX: VIVAX (2.14) vs IVKAX (1.19). IVKAX was incepted earlier than VIVAX: IVKAX (23 years) vs VIVAX (32 years). IVKAX (1.29) is less costly to investors than VIVAX (0.17). IVKAX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). 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 : 5.55 vs. IVKAX (-5.39). IVKAX (67.88) and VIVAX (66.50) 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 | 32 years | - |
| Gain YTD | -4.748 | -3.517 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 191B | 0% |
| Annual Yield % from dividends | 1.19 | 2.14 | 56% |
| Returns for 1 year | -5.39 | 5.55 | -97% |
| Returns for 3 years | -6.60 | 10.48 | -63% |
| Returns for 5 years | 67.88 | 66.50 | 102% |
| Returns for 10 years | 36.23 | 94.13 | 38% |
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