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IVKSX vs RMFEX
IVKSX vs RMFEX Comparison
Open Charts IVKSX vs RMFEX
VY® Invesco Comstock S
Price$20.77
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets227.26M
American Funds American Mutual R4
Price$55.34
Change-$0.12 (-0.22%)
VolumeN/A
Net Assets100.86B
IVKSX vs RMFEX Comparison Chart
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IVKSX vs. RMFEX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. IVKSX (227M). RMFEX pays higher dividends than IVKSX: RMFEX (1.65) vs IVKSX (1.45). 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 (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 : 4.72 vs. IVKSX (-3.69). IVKSX return over 5 years is better than : 72.85 vs. RMFEX (58.22).
| 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 | 0.145 | 1.154 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 101B | 0% |
| Annual Yield % from dividends | 1.45 | 1.65 | 88% |
| Returns for 1 year | -3.69 | 4.72 | -78% |
| Returns for 3 years | 4.63 | 18.36 | 25% |
| Returns for 5 years | 72.85 | 58.22 | 125% |
| Returns for 10 years | 47.05 | 66.67 | 71% |
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