IVKSX
Price
$19.96
Change
-$0.44 (-2.16%)
Updated
Oct 10 closing price
Net Assets
227.38M
VIVAX
Price
$71.35
Change
-$1.26 (-1.74%)
Updated
Oct 10 closing price
Net Assets
207.8B
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IVKSX vs VIVAX

Header iconIVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAXBanner chart's image
VY® Invesco Comstock S
Price$19.96
Change-$0.44 (-2.16%)
VolumeN/A
Net Assets227.38M
Vanguard Value Index I
Price$71.35
Change-$1.26 (-1.74%)
VolumeN/A
Net Assets207.8B
IVKSX vs VIVAX Comparison Chart in %
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IVKSX vs. VIVAX commentary
Oct 14, 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 Hold and VIVAX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. IVKSX (227M). VIVAX pays higher dividends than IVKSX: VIVAX (1.97) vs IVKSX (1.62). 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 : 6.74 vs. IVKSX (-1.42). VIVAX return over 5 years is better than : 71.94 vs. IVKSX (56.84).
IVKSXVIVAXIVKSX / VIVAX
Total Expense Ratio0.950.17559%
Annual Report Gross Expense Ratio1.050.17618%
Fund Existence23 years33 years-
Gain YTD-1.3319.996-13%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets227M208B0%
Annual Yield % from dividends1.621.9782%
Returns for 1 year-1.426.74-21%
Returns for 3 years12.9248.9326%
Returns for 5 years56.8471.9479%
Returns for 10 years57.62132.6443%
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