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IVKAX vs VVIAX
IVKAX vs VVIAX Comparison
Open Charts IVKAX vs VVIAX
VY® Invesco Comstock A
Price$21.59
Change-$0.29 (-1.33%)
VolumeN/A
Net Assets242.83M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
IVKAX vs VVIAX Comparison Chart
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IVKAX vs. VVIAX commentary
Feb 23, 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 Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. IVKAX (243M). 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 : 13.46 vs. IVKAX (6.24). VVIAX return over 5 years is better than : 47.22 vs. IVKAX (39.44).
| 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 | 5.678 | 4.164 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 193B | 0% |
| Annual Yield % from dividends | 1.22 | 2.36 | 52% |
| Returns for 1 year | 6.24 | 13.46 | 46% |
| Returns for 3 years | 4.93 | 23.94 | 21% |
| Returns for 5 years | 39.44 | 47.22 | 84% |
| Returns for 10 years | 51.50 | 105.55 | 49% |
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