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IVKSX vs VVIAX
IVKSX vs VVIAX Comparison
Open Charts IVKSX vs VVIAX
VY® Invesco Comstock S
Price$20.87
Change-$0.13 (-0.62%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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IVKSX vs VVIAX Comparison Chart
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IVKSX vs. VVIAX commentary
Sep 22, 2024
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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. IVKSX (239M). VVIAX pays higher dividends than IVKSX: VVIAX (2.36) vs IVKSX (1.41). IVKSX was incepted earlier than VVIAX: IVKSX (22 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 : 24.02 vs. IVKSX (11.83). VVIAX return over 5 years is better than : 55.46 vs. IVKSX (24.95).
| IVKSX | VVIAX | IVKSX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 4.002 | 16.303 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 183B | 0% |
| Annual Yield % from dividends | 1.41 | 2.36 | 60% |
| Returns for 1 year | 11.83 | 24.02 | 49% |
| Returns for 3 years | 12.15 | 28.29 | 43% |
| Returns for 5 years | 24.95 | 55.46 | 45% |
| Returns for 10 years | 51.98 | 114.04 | 46% |