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IVKSX vs VIVIX
IVKSX vs VIVIX Comparison
Open Charts IVKSX vs VIVIX
VY® Invesco Comstock S
Price$20.77
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets227.26M
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
IVKSX vs VIVIX Comparison Chart
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IVKSX vs. VIVIX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. IVKSX (227M). VIVIX pays higher dividends than IVKSX: VIVIX (2.35) vs IVKSX (1.45). 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: 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 : 4.59 vs. IVKSX (-3.69). IVKSX (72.85) and VIVIX (72.66) 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 | 0.145 | -0.669 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 184B | 0% |
| Annual Yield % from dividends | 1.45 | 2.35 | 62% |
| Returns for 1 year | -3.69 | 4.59 | -80% |
| Returns for 3 years | 4.63 | 21.42 | 22% |
| Returns for 5 years | 72.85 | 72.66 | 100% |
| Returns for 10 years | 47.05 | 97.34 | 48% |
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