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IVKSX vs RMFEX
IVKSX vs RMFEX Comparison
Open Charts IVKSX vs RMFEX
VY® Invesco Comstock S
Price$21.45
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets234.66M
American Funds American Mutual R4
Price$57.75
Change+$0.25 (+0.43%)
VolumeN/A
Net Assets105.31B
IVKSX vs RMFEX Comparison Chart
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IVKSX vs. RMFEX commentary
Jun 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 IVKSX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. IVKSX (235M). RMFEX pays higher dividends than IVKSX: RMFEX (1.58) vs IVKSX (1.39). IVKSX was incepted earlier than RMFEX: IVKSX (23 years) vs RMFEX (23 years). IVKSX (1.05) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. IVKSX (23.00). 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 : 9.63 vs. IVKSX (-1.14). IVKSX (59.46) and RMFEX (56.82) have equivalent 5 years return.
| IVKSX | RMFEX | IVKSX / RMFEX | |
| Total Expense Ratio | 0.95 | 0.62 | 153% |
| Annual Report Gross Expense Ratio | 1.05 | 0.62 | 169% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.797 | 5.559 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 105B | 0% |
| Annual Yield % from dividends | 1.39 | 1.58 | 88% |
| Returns for 1 year | -1.14 | 9.63 | -12% |
| Returns for 3 years | 2.76 | 19.65 | 14% |
| Returns for 5 years | 59.46 | 56.82 | 105% |
| Returns for 10 years | 50.59 | 75.38 | 67% |
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