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IVKSX vs VIVIX
IVKSX vs VIVIX Comparison
Open Charts IVKSX vs VIVIX
VY® Invesco Comstock S
Price$19.61
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets211.42M
Vanguard Value Index I
Price$63.10
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets190.51B
IVKSX vs VIVIX Comparison Chart
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IVKSX vs. VIVIX commentary
Apr 19, 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: 191B vs. IVKSX (211M). VIVIX pays higher dividends than IVKSX: VIVIX (2.27) vs IVKSX (1.39). 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 : 4.74 vs. IVKSX (-5.72). IVKSX return over 5 years is better than : 69.29 vs. VIVIX (64.95).
| 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 | -5.448 | -4.411 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 191B | 0% |
| Annual Yield % from dividends | 1.39 | 2.27 | 61% |
| Returns for 1 year | -5.72 | 4.74 | -121% |
| Returns for 3 years | -6.55 | 9.55 | -69% |
| Returns for 5 years | 69.29 | 64.95 | 107% |
| Returns for 10 years | 38.59 | 90.71 | 43% |
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