Interact to see
Advertisement
Advertisement
IVKSX vs VIVIX
IVKSX vs VIVIX Comparison
Open Charts IVKSX vs VIVIX
VY® Invesco Comstock S
Price$22.57
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets245.97M
Vanguard Value Index I
Price$69.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets188.77B
IVKSX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVKSX vs. VIVIX commentary
Jul 03, 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: 189B vs. IVKSX (246M). VIVIX pays higher dividends than IVKSX: VIVIX (2.19) vs IVKSX (1.34). 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 : 11.47 vs. IVKSX (4.32). VIVIX (78.98) and IVKSX (78.47) 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 | 8.631 | 5.533 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 189B | 0% |
| Annual Yield % from dividends | 1.34 | 2.19 | 61% |
| Returns for 1 year | 4.32 | 11.47 | 38% |
| Returns for 3 years | 19.34 | 34.30 | 56% |
| Returns for 5 years | 78.47 | 78.98 | 99% |
| Returns for 10 years | 61.70 | 113.38 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement