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IVKIX vs VVIAX
IVKIX vs VVIAX Comparison
Open Charts IVKIX vs VVIAX
VY® Invesco Comstock I
Price$22.04
Change+$0.15 (+0.69%)
VolumeN/A
Net Assets244.42M
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
IVKIX vs VVIAX Comparison Chart
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IVKIX vs. VVIAX commentary
Jan 31, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. IVKIX (244M). VVIAX pays higher dividends than IVKIX: VVIAX (2.36) vs IVKIX (1.61). IVKIX was incepted earlier than VVIAX: IVKIX (23 years) vs VVIAX (24 years). IVKIX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). IVKIX has a lower initial minimum investment than VVIAX: IVKIX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.69 vs. IVKIX (10.31). VVIAX return over 5 years is better than : 50.85 vs. IVKIX (47.48).
| IVKIX | VVIAX | IVKIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 5.698 | 3.907 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 184B | 0% |
| Annual Yield % from dividends | 1.61 | 2.36 | 68% |
| Returns for 1 year | 10.31 | 16.69 | 62% |
| Returns for 3 years | 7.28 | 21.04 | 35% |
| Returns for 5 years | 47.48 | 50.85 | 93% |
| Returns for 10 years | 68.86 | 114.24 | 60% |