Interact to see
Advertisement
Advertisement
IVKAX vs VVIAX
IVKAX vs VVIAX Comparison
Open Charts IVKAX vs VVIAX
VY® Invesco Comstock A
Price$20.98
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets233.14M
Vanguard Value Index Adm
Price$66.98
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets183.65B
IVKAX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVKAX vs. VVIAX commentary
Jun 03, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. IVKAX (233M). VVIAX pays higher dividends than IVKAX: VVIAX (2.28) vs IVKAX (1.19). IVKAX was incepted earlier than VVIAX: IVKAX (23 years) vs VVIAX (25 years). IVKAX (1.30) is less costly to investors than VVIAX (0.05). IVKAX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (9.00). IVKAX has a lower initial minimum investment than VVIAX: IVKAX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.54 vs. IVKAX (-2.09). VVIAX return over 5 years is better than : 64.19 vs. IVKAX (59.40).
| IVKAX | VVIAX | IVKAX / VVIAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.30 | 0.05 | 2,600% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 2.643 | 1.315 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 184B | 0% |
| Annual Yield % from dividends | 1.19 | 2.28 | 52% |
| Returns for 1 year | -2.09 | 6.54 | -32% |
| Returns for 3 years | 1.63 | 20.15 | 8% |
| Returns for 5 years | 59.40 | 64.19 | 93% |
| Returns for 10 years | 46.01 | 102.34 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement