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IVKIX vs RMFEX
IVKIX vs RMFEX Comparison
Open Charts IVKIX vs RMFEX
VY® Invesco Comstock I
Price$20.75
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets227.53M
American Funds American Mutual R4
Price$55.34
Change-$0.12 (-0.22%)
VolumeN/A
Net Assets101.1B
IVKIX vs RMFEX Comparison Chart
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IVKIX vs. RMFEX commentary
May 11, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. IVKIX (228M). IVKIX (1.68) and RMFEX (1.65) 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 (23.00). 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 : 4.72 vs. IVKIX (-3.37). IVKIX return over 5 years is better than : 75.24 vs. RMFEX (58.22).
| 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 | 0.338 | 1.154 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 101B | 0% |
| Annual Yield % from dividends | 1.68 | 1.65 | 102% |
| Returns for 1 year | -3.37 | 4.72 | -71% |
| Returns for 3 years | 5.51 | 18.36 | 30% |
| Returns for 5 years | 75.24 | 58.22 | 129% |
| Returns for 10 years | 51.03 | 66.67 | 77% |
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