Ad is loading...
IVKIX vs RMFEX
IVKIX vs RMFEX Comparison
Open Charts IVKIX vs RMFEX
VY® Invesco Comstock I
Price$20.41
Change-$0.96 (-4.49%)
VolumeN/A
Net Assets232.12M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
IVKIX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVKIX vs. RMFEX commentary
Apr 05, 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 IVKIX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. IVKIX (232M). IVKIX (1.62) and RMFEX (1.61) have matching dividends . IVKIX was incepted earlier than RMFEX: IVKIX (23 years) vs RMFEX (23 years). IVKIX (0.79) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. IVKIX (19.00). IVKIX has a lower initial minimum investment than RMFEX: IVKIX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. IVKIX (-0.49). IVKIX return over 5 years is better than : 110.50 vs. RMFEX (78.86).
| IVKIX | RMFEX | IVKIX / RMFEX | |
| Total Expense Ratio | 0.70 | 0.62 | 113% |
| Annual Report Gross Expense Ratio | 0.79 | 0.62 | 127% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.187 | 2.891 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 103B | 0% |
| Annual Yield % from dividends | 1.62 | 1.61 | 100% |
| Returns for 1 year | -0.49 | 7.10 | -7% |
| Returns for 3 years | 2.31 | 12.51 | 19% |
| Returns for 5 years | 110.50 | 78.86 | 140% |
| Returns for 10 years | 57.27 | 70.99 | 81% |