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IVKIX vs VIVIX
IVKIX vs VIVIX Comparison
Open Charts IVKIX vs VIVIX
VY® Invesco Comstock I
Price$20.41
Change-$0.96 (-4.49%)
VolumeN/A
Net Assets232.12M
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
IVKIX vs VIVIX Comparison Chart
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IVKIX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. IVKIX (232M). VIVIX pays higher dividends than IVKIX: VIVIX (2.27) vs IVKIX (1.62). 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: 19.00 vs. VIVIX (10.00). 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 : 7.66 vs. IVKIX (-0.49). IVKIX return over 5 years is better than : 110.50 vs. VIVIX (101.66).
| 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 | 3.187 | 2.421 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 195B | 0% |
| Annual Yield % from dividends | 1.62 | 2.27 | 71% |
| 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 | 106.83 | 54% |
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