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IVKSX vs RMFEX
IVKSX vs RMFEX Comparison
Open Charts IVKSX vs RMFEX
VY® Invesco Comstock S
Price$20.95
Change-$0.20 (-0.95%)
VolumeN/A
Net Assets231.55M
American Funds American Mutual R4
Price$55.58
Change-$0.56 (-1.00%)
VolumeN/A
Net Assets102.33B
IVKSX vs RMFEX Comparison Chart
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IVKSX vs. RMFEX commentary
Mar 12, 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 IVKSX is a Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. IVKSX (232M). RMFEX pays higher dividends than IVKSX: RMFEX (1.56) vs IVKSX (1.35). IVKSX was incepted earlier than RMFEX: IVKSX (23 years) vs RMFEX (23 years). IVKSX (1.04) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. IVKSX (19.00). IVKSX has a lower initial minimum investment than RMFEX: IVKSX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.96 vs. IVKSX (-0.36). IVKSX return over 5 years is better than : 102.42 vs. RMFEX (79.76).
| IVKSX | RMFEX | IVKSX / RMFEX | |
| Total Expense Ratio | 0.95 | 0.62 | 153% |
| Annual Report Gross Expense Ratio | 1.04 | 0.62 | 168% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 1.013 | 1.202 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 102B | 0% |
| Annual Yield % from dividends | 1.35 | 1.56 | 87% |
| Returns for 1 year | -0.36 | 5.96 | -6% |
| Returns for 3 years | 3.69 | 16.73 | 22% |
| Returns for 5 years | 102.42 | 79.76 | 128% |
| Returns for 10 years | 53.11 | 71.23 | 75% |