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IVKSX vs VIVIX
IVKSX vs VIVIX Comparison
Open Charts IVKSX vs VIVIX
VY® Invesco Comstock S
Price$21.45
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets234.66M
Vanguard Value Index I
Price$66.97
Change-$0.33 (-0.49%)
VolumeN/A
Net Assets183.65B
IVKSX vs VIVIX Comparison Chart
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IVKSX vs. VIVIX commentary
Jun 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. IVKSX (235M). VIVIX pays higher dividends than IVKSX: VIVIX (2.29) vs IVKSX (1.39). IVKSX was incepted earlier than VIVIX: IVKSX (23 years) vs VIVIX (27 years). IVKSX (1.05) is less costly to investors than VIVIX (0.04). IVKSX is a more actively managed with annual turnover of: 23.00 vs. VIVIX (9.00). 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 : 7.93 vs. IVKSX (-1.14). VIVIX (59.76) and IVKSX (59.46) have equivalent 5 years return.
| IVKSX | VIVIX | IVKSX / VIVIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.05 | 0.04 | 2,625% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 2.797 | 1.952 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 184B | 0% |
| Annual Yield % from dividends | 1.39 | 2.29 | 61% |
| Returns for 1 year | -1.14 | 7.93 | -14% |
| Returns for 3 years | 2.76 | 20.89 | 13% |
| Returns for 5 years | 59.46 | 59.76 | 99% |
| Returns for 10 years | 50.59 | 103.58 | 49% |
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