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IVKAX vs VVIAX
IVKAX vs VVIAX Comparison
Open Charts IVKAX vs VVIAX
VY® Invesco Comstock A
Price$19.23
Change-$0.23 (-1.18%)
VolumeN/A
Net Assets213.06M
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
IVKAX vs VVIAX Comparison Chart
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IVKAX vs. VVIAX commentary
Apr 18, 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: 191B vs. IVKAX (213M). VVIAX pays higher dividends than IVKAX: VVIAX (2.26) vs IVKAX (1.19). IVKAX was incepted earlier than VVIAX: IVKAX (23 years) vs VVIAX (24 years). IVKAX (1.29) is less costly to investors than VVIAX (0.05). 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 : 5.56 vs. IVKAX (-5.39). IVKAX (67.88) and VVIAX (66.51) 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 | 24 years | - |
| Gain YTD | -4.748 | -3.516 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 191B | 0% |
| Annual Yield % from dividends | 1.19 | 2.26 | 53% |
| Returns for 1 year | -5.39 | 5.56 | -97% |
| Returns for 3 years | -6.60 | 10.50 | -63% |
| Returns for 5 years | 67.88 | 66.51 | 102% |
| Returns for 10 years | 36.23 | 94.16 | 38% |