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IVKSX vs VIVAX
IVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAX
VY® Invesco Comstock S
Price$21.45
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets234.66M
Vanguard Value Index I
Price$66.99
Change-$0.33 (-0.49%)
VolumeN/A
Net Assets183.65B
IVKSX vs VIVAX Comparison Chart
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IVKSX vs. VIVAX 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. IVKSX (235M). VIVAX pays higher dividends than IVKSX: VIVAX (2.16) vs IVKSX (1.39). IVKSX was incepted earlier than VIVAX: IVKSX (23 years) vs VIVAX (33 years). IVKSX (1.05) is less costly to investors than VIVAX (0.17). IVKSX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). IVKSX has a lower initial minimum investment than VIVAX: IVKSX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.28 vs. IVKSX (-1.14). VIVAX return over 5 years is better than : 63.58 vs. IVKSX (59.46).
| IVKSX | VIVAX | IVKSX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.05 | 0.17 | 618% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 2.797 | 1.434 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 184B | 0% |
| Annual Yield % from dividends | 1.39 | 2.16 | 65% |
| Returns for 1 year | -1.14 | 7.28 | -16% |
| Returns for 3 years | 2.76 | 20.32 | 14% |
| Returns for 5 years | 59.46 | 63.58 | 94% |
| Returns for 10 years | 50.59 | 102.62 | 49% |
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