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IVKSX vs VVIAX
IVKSX vs VVIAX Comparison
Open Charts IVKSX vs VVIAX
VY® Invesco Comstock S
Price$22.07
Change+$0.15 (+0.68%)
VolumeN/A
Net Assets244.42M
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
IVKSX vs VVIAX Comparison Chart
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IVKSX vs. VVIAX commentary
Jan 31, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. IVKSX (244M). VVIAX pays higher dividends than IVKSX: VVIAX (2.36) vs IVKSX (1.41). IVKSX was incepted earlier than VVIAX: IVKSX (23 years) vs VVIAX (24 years). IVKSX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). IVKSX has a lower initial minimum investment than VVIAX: IVKSX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.69 vs. IVKSX (10.03). VVIAX return over 5 years is better than : 50.85 vs. IVKSX (45.60).
| IVKSX | VVIAX | IVKSX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 5.689 | 3.907 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 184B | 0% |
| Annual Yield % from dividends | 1.41 | 2.36 | 60% |
| Returns for 1 year | 10.03 | 16.69 | 60% |
| Returns for 3 years | 6.49 | 21.04 | 31% |
| Returns for 5 years | 45.60 | 50.85 | 90% |
| Returns for 10 years | 64.62 | 114.24 | 57% |