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IVKSX vs VIVIX
IVKSX vs VIVIX Comparison
Open Charts IVKSX vs VIVIX
VY® Invesco Comstock S
Price$20.95
Change-$0.20 (-0.95%)
VolumeN/A
Net Assets231.55M
Vanguard Value Index I
Price$66.40
Change-$0.82 (-1.22%)
VolumeN/A
Net Assets195.24B
IVKSX vs VIVIX Comparison Chart
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IVKSX vs. VIVIX 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. IVKSX (232M). VIVIX pays higher dividends than IVKSX: VIVIX (2.20) vs IVKSX (1.35). IVKSX was incepted earlier than VIVIX: IVKSX (23 years) vs VIVIX (27 years). IVKSX (1.04) is less costly to investors than VIVIX (0.04). IVKSX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). IVKSX has a lower initial minimum investment than VIVIX: IVKSX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.65 vs. IVKSX (-0.36). IVKSX (102.42) and VIVIX (98.26) have equivalent 5 years return.
| IVKSX | VIVIX | IVKSX / VIVIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.04 | 0.04 | 2,600% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 1.013 | 1.802 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 195B | 0% |
| Annual Yield % from dividends | 1.35 | 2.20 | 61% |
| Returns for 1 year | -0.36 | 8.65 | -4% |
| Returns for 3 years | 3.69 | 21.83 | 17% |
| Returns for 5 years | 102.42 | 98.26 | 104% |
| Returns for 10 years | 53.11 | 107.23 | 50% |
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