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IVKAX vs VVIAX
IVKAX vs VVIAX Comparison
Open Charts IVKAX vs VVIAX
VY® Invesco Comstock A
Price$20.69
Change+$0.21 (+1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.44
Change+$0.78 (+1.19%)
VolumeN/A
CapitalizationN/A
IVKAX vs VVIAX Comparison Chart
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IVKAX vs. VVIAX commentary
Dec 23, 2024
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 StrongBuy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. IVKAX (233M). VVIAX pays higher dividends than IVKAX: VVIAX (2.36) vs IVKAX (1.22). IVKAX was incepted earlier than VVIAX: IVKAX (23 years) vs VVIAX (24 years). IVKAX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). 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 : 15.21 vs. IVKAX (4.70). VVIAX return over 5 years is better than : 41.36 vs. IVKAX (29.59).
| IVKAX | VVIAX | IVKAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 3.855 | 14.042 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 195B | 0% |
| Annual Yield % from dividends | 1.22 | 2.36 | 52% |
| Returns for 1 year | 4.70 | 15.21 | 31% |
| Returns for 3 years | 3.93 | 18.26 | 22% |
| Returns for 5 years | 29.59 | 41.36 | 72% |
| Returns for 10 years | 44.16 | 99.61 | 44% |