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IVKAX vs VVIAX
IVKAX vs VVIAX Comparison
Open Charts IVKAX vs VVIAX
VY® Invesco Comstock A
Price$19.86
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets228.96M
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
IVKAX vs VVIAX Comparison Chart in %
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IVKAX vs. VVIAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. IVKAX (229M). VVIAX pays higher dividends than IVKAX: VVIAX (2.09) vs IVKAX (1.42). IVKAX was incepted earlier than VVIAX: IVKAX (24 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 : 5.07 vs. IVKAX (-5.66). VVIAX return over 5 years is better than : 62.97 vs. IVKAX (40.35).
| 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 | 24 years | 25 years | - |
| Gain YTD | -2.332 | 9.352 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 208B | 0% |
| Annual Yield % from dividends | 1.42 | 2.09 | 68% |
| Returns for 1 year | -5.66 | 5.07 | -112% |
| Returns for 3 years | -2.84 | 30.25 | -9% |
| Returns for 5 years | 40.35 | 62.97 | 64% |
| Returns for 10 years | 45.73 | 123.10 | 37% |
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