Ad is loading...
IVKIX vs VIVAX
IVKIX vs VIVAX Comparison
Open Charts IVKIX vs VIVAX
VY® Invesco Comstock I
Price$20.41
Change-$0.96 (-4.49%)
VolumeN/A
Net Assets232.12M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
IVKIX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVKIX vs. VIVAX 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 VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. IVKIX (232M). VIVAX pays higher dividends than IVKIX: VIVAX (2.14) vs IVKIX (1.62). IVKIX was incepted earlier than VIVAX: IVKIX (23 years) vs VIVAX (32 years). IVKIX (0.79) is less costly to investors than VIVAX (0.17). IVKIX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). IVKIX has a lower initial minimum investment than VIVAX: IVKIX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. IVKIX (-0.49). IVKIX return over 5 years is better than : 110.50 vs. VIVAX (101.66).
| IVKIX | VIVAX | IVKIX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.79 | 0.17 | 465% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 3.187 | 2.419 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 195B | 0% |
| Annual Yield % from dividends | 1.62 | 2.14 | 75% |
| Returns for 1 year | -0.49 | 7.66 | -6% |
| Returns for 3 years | 2.31 | 17.34 | 13% |
| Returns for 5 years | 110.50 | 101.66 | 109% |
| Returns for 10 years | 57.27 | 106.90 | 54% |
View a ticker or compare two or three
VS
VS
Ad is loading...