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IVKSX vs VIVAX
IVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAX
VY® Invesco Comstock S
Price$20.95
Change-$0.20 (-0.95%)
VolumeN/A
Net Assets231.55M
Vanguard Value Index I
Price$66.41
Change-$0.82 (-1.22%)
VolumeN/A
Net Assets195.24B
IVKSX vs VIVAX Comparison Chart
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IVKSX vs. VIVAX commentary
Mar 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. IVKSX (232M). VIVAX pays higher dividends than IVKSX: VIVAX (2.08) vs IVKSX (1.35). 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 : 8.64 vs. IVKSX (-0.36). IVKSX (102.42) and VIVAX (98.27) have equivalent 5 years return.
| 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 | 1.013 | 1.771 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 195B | 0% |
| Annual Yield % from dividends | 1.35 | 2.08 | 65% |
| Returns for 1 year | -0.36 | 8.64 | -4% |
| Returns for 3 years | 3.69 | 21.82 | 17% |
| Returns for 5 years | 102.42 | 98.27 | 104% |
| Returns for 10 years | 53.11 | 107.23 | 50% |