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IVKSX vs VIVAX
IVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAX
VY® Invesco Comstock S
Price$19.61
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets211.42M
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
IVKSX vs VIVAX Comparison Chart
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IVKSX vs. VIVAX 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. IVKSX (211M). VIVAX pays higher dividends than IVKSX: VIVAX (2.14) vs IVKSX (1.39). IVKSX was incepted earlier than VIVAX: IVKSX (23 years) vs VIVAX (32 years). IVKSX (1.04) is less costly to investors than VIVAX (0.17). IVKSX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). 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 : 4.75 vs. IVKSX (-5.72). IVKSX return over 5 years is better than : 69.29 vs. VIVAX (64.96).
| IVKSX | VIVAX | IVKSX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.04 | 0.17 | 612% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -5.448 | -4.410 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 191B | 0% |
| Annual Yield % from dividends | 1.39 | 2.14 | 65% |
| Returns for 1 year | -5.72 | 4.75 | -120% |
| Returns for 3 years | -6.55 | 9.56 | -69% |
| Returns for 5 years | 69.29 | 64.96 | 107% |
| Returns for 10 years | 38.59 | 90.77 | 43% |
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