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IVKAX vs VIVIX
IVKAX vs VIVIX Comparison
Open Charts IVKAX vs VIVIX
VY® Invesco Comstock A
Price$19.23
Change-$0.23 (-1.18%)
VolumeN/A
Net Assets213.06M
Vanguard Value Index I
Price$63.10
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets190.51B
IVKAX vs VIVIX Comparison Chart
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IVKAX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. IVKAX (213M). VIVIX pays higher dividends than IVKAX: VIVIX (2.27) vs IVKAX (1.19). IVKAX was incepted earlier than VIVIX: IVKAX (23 years) vs VIVIX (27 years). IVKAX (1.29) is less costly to investors than VIVIX (0.04). IVKAX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). IVKAX has a lower initial minimum investment than VIVIX: IVKAX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.56 vs. IVKAX (-5.39). IVKAX (67.88) and VIVIX (66.52) have equivalent 5 years return.
| IVKAX | VIVIX | IVKAX / VIVIX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.29 | 0.04 | 3,225% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -4.748 | -3.502 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 191B | 0% |
| Annual Yield % from dividends | 1.19 | 2.27 | 52% |
| Returns for 1 year | -5.39 | 5.56 | -97% |
| Returns for 3 years | -6.60 | 10.50 | -63% |
| Returns for 5 years | 67.88 | 66.52 | 102% |
| Returns for 10 years | 36.23 | 94.16 | 38% |