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IVKSX vs VIVAX
IVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAX
VY® Invesco Comstock S
Price$19.47
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets239.17M
Vanguard Value Index I
Price$69.42
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
IVKSX vs VIVAX Comparison Chart in %
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IVKSX vs. VIVAX commentary
Aug 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. IVKSX (239M). VIVAX pays higher dividends than IVKSX: VIVAX (2.06) vs IVKSX (1.34). 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 : 10.52 vs. IVKSX (1.82). VIVAX return over 5 years is better than : 67.38 vs. IVKSX (52.04).
| 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 | -5.635 | 4.604 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 196B | 0% |
| Annual Yield % from dividends | 1.34 | 2.06 | 65% |
| Returns for 1 year | 1.82 | 10.52 | 17% |
| Returns for 3 years | -0.30 | 28.85 | -1% |
| Returns for 5 years | 52.04 | 67.38 | 77% |
| Returns for 10 years | 40.07 | 109.96 | 36% |