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IVKAX vs VVIAX
IVKAX vs VVIAX Comparison
Open Charts IVKAX vs VVIAX
VY® Invesco Comstock A
Price$21.52
Change+$0.18 (+0.84%)
VolumeN/A
Net Assets241.99M
Vanguard Value Index Adm
Price$69.17
Change+$0.51 (+0.74%)
VolumeN/A
Net Assets183.52B
IVKAX vs VVIAX Comparison Chart
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IVKAX vs. VVIAX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. IVKAX (242M). 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 : 18.56 vs. IVKAX (9.46). VVIAX return over 5 years is better than : 48.32 vs. IVKAX (38.16).
| 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 | 5.335 | 4.740 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 184B | 0% |
| Annual Yield % from dividends | 1.22 | 2.36 | 52% |
| Returns for 1 year | 9.46 | 18.56 | 51% |
| Returns for 3 years | 6.38 | 23.73 | 27% |
| Returns for 5 years | 38.16 | 48.32 | 79% |
| Returns for 10 years | 55.76 | 111.28 | 50% |