IVKSX
Price
$20.43
Change
+$0.37 (+1.84%)
Updated
Nov 21 closing price
Net Assets
230.39M
VIVAX
Price
$72.34
Change
+$0.98 (+1.37%)
Updated
Nov 21 closing price
Net Assets
207.95B
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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$20.43
Change+$0.37 (+1.84%)
VolumeN/A
Net Assets230.39M
Vanguard Value Index I
Price$72.34
Change+$0.98 (+1.37%)
VolumeN/A
Net Assets207.95B
IVKSX vs VIVAX Comparison Chart in %
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IVKSX vs. VIVAX commentary
Nov 24, 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 (230M). VIVAX pays higher dividends than IVKSX: VIVAX (1.98) vs IVKSX (1.62). IVKSX was incepted earlier than VIVAX: IVKSX (24 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 : 3.85 vs. IVKSX (-5.66). VIVAX return over 5 years is better than : 63.31 vs. IVKSX (43.97).
IVKSXVIVAXIVKSX / VIVAX
Total Expense Ratio0.950.17559%
Annual Report Gross Expense Ratio1.050.17618%
Fund Existence24 years33 years-
Gain YTD-1.1869.587-12%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets230M208B0%
Annual Yield % from dividends1.621.9882%
Returns for 1 year-5.663.85-147%
Returns for 3 years-2.2028.79-8%
Returns for 5 years43.9763.3169%
Returns for 10 years51.59123.4942%
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