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IVKIX vs VIVIX
IVKIX vs VIVIX Comparison
Open Charts IVKIX vs VIVIX
VY® Invesco Comstock I
Price$20.75
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets227.53M
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
IVKIX vs VIVIX Comparison Chart
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IVKIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. IVKIX (228M). VIVIX pays higher dividends than IVKIX: VIVIX (2.35) vs IVKIX (1.68). IVKIX was incepted earlier than VIVIX: IVKIX (23 years) vs VIVIX (27 years). IVKIX (0.79) is less costly to investors than VIVIX (0.04). IVKIX is a more actively managed with annual turnover of: 23.00 vs. VIVIX (9.00). IVKIX has a lower initial minimum investment than VIVIX: IVKIX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.70 vs. IVKIX (-3.37). IVKIX (75.24) and VIVIX (72.85) have equivalent 5 years return.
| IVKIX | VIVIX | IVKIX / VIVIX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.79 | 0.04 | 1,975% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 0.338 | -0.563 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 184B | 0% |
| Annual Yield % from dividends | 1.68 | 2.35 | 71% |
| Returns for 1 year | -3.37 | 4.70 | -72% |
| Returns for 3 years | 5.51 | 21.55 | 26% |
| Returns for 5 years | 75.24 | 72.85 | 103% |
| Returns for 10 years | 51.03 | 97.55 | 52% |
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