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IVKSX vs RMFEX
IVKSX vs RMFEX Comparison
Open Charts IVKSX vs RMFEX
VY® Invesco Comstock S
Price$19.61
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets211.42M
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
IVKSX vs RMFEX Comparison Chart
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IVKSX vs. RMFEX commentary
Apr 19, 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: 96.5B vs. IVKSX (211M). RMFEX pays higher dividends than IVKSX: RMFEX (1.61) vs IVKSX (1.39). 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 : 3.95 vs. IVKSX (-5.72). IVKSX return over 5 years is better than : 69.29 vs. RMFEX (51.09).
| 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 | -5.448 | -3.251 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 96.5B | 0% |
| Annual Yield % from dividends | 1.39 | 1.61 | 86% |
| Returns for 1 year | -5.72 | 3.95 | -145% |
| Returns for 3 years | -6.55 | 6.78 | -97% |
| Returns for 5 years | 69.29 | 51.09 | 136% |
| Returns for 10 years | 38.59 | 58.82 | 66% |
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