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IVKAX vs VVIAX
IVKAX vs VVIAX Comparison
Open Charts IVKAX vs VVIAX
VY® Invesco Comstock A
Price$20.46
Change+$0.15 (+0.74%)
VolumeN/A
Net Assets225.82M
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
IVKAX vs VVIAX Comparison Chart
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IVKAX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. IVKAX (226M). VVIAX pays higher dividends than IVKAX: VVIAX (2.34) vs IVKAX (1.24). IVKAX was incepted earlier than VVIAX: IVKAX (23 years) vs VVIAX (25 years). IVKAX (1.29) 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 : 5.12 vs. IVKAX (-3.93). VVIAX (72.19) and IVKAX (68.97) have equivalent 5 years return.
| IVKAX | VVIAX | IVKAX / VVIAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.29 | 0.05 | 2,580% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -0.587 | -0.957 | 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 | 2.34 | 53% |
| Returns for 1 year | -3.93 | 5.12 | -77% |
| Returns for 3 years | 2.49 | 20.66 | 12% |
| Returns for 5 years | 68.97 | 72.19 | 96% |
| Returns for 10 years | 41.33 | 96.21 | 43% |