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IVKIX vs VVIAX
IVKIX vs VVIAX Comparison
Open Charts IVKIX vs VVIAX
VY® Invesco Comstock I
Price$20.88
Change-$0.58 (-2.70%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
IVKIX vs VVIAX Comparison Chart
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IVKIX vs. VVIAX commentary
Dec 19, 2024
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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. IVKIX (238M). 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 : 16.45 vs. IVKIX (7.46). VVIAX return over 5 years is better than : 44.62 vs. IVKIX (36.65).
| 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 | 6.491 | 16.051 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 195B | 0% |
| Annual Yield % from dividends | 1.61 | 2.36 | 68% |
| Returns for 1 year | 7.46 | 16.45 | 45% |
| Returns for 3 years | 8.74 | 20.49 | 43% |
| Returns for 5 years | 36.65 | 44.62 | 82% |
| Returns for 10 years | 56.43 | 104.84 | 54% |
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