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IVKIX vs VVIAX
IVKIX vs VVIAX Comparison
Open Charts IVKIX vs VVIAX
VY® Invesco Comstock I
Price$21.75
Change-$0.25 (-1.14%)
VolumeN/A
Net Assets242.14M
Vanguard Value Index Adm
Price$68.84
Change-$0.64 (-0.92%)
VolumeN/A
Net Assets192.55B
IVKIX vs VVIAX Comparison Chart
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IVKIX vs. VVIAX commentary
Mar 04, 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: 193B vs. IVKIX (242M). 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 : 13.66 vs. IVKIX (6.64). VVIAX (59.89) and IVKIX (58.70) have equivalent 5 years return.
| 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 | 6.229 | 5.209 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 193B | 0% |
| Annual Yield % from dividends | 1.61 | 2.36 | 68% |
| Returns for 1 year | 6.64 | 13.66 | 49% |
| Returns for 3 years | 8.22 | 23.08 | 36% |
| Returns for 5 years | 58.70 | 59.89 | 98% |
| Returns for 10 years | 63.76 | 112.88 | 56% |
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