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IVKAX vs VVIAX
IVKAX vs VVIAX Comparison
Open Charts IVKAX vs VVIAX
VY® Invesco Comstock A
Price$19.67
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets243.67M
Vanguard Value Index Adm
Price$71.07
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets202.84B
IVKAX vs VVIAX Comparison Chart in %
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IVKAX vs. VVIAX commentary
Sep 09, 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 IVKAX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. IVKAX (244M). VVIAX pays higher dividends than IVKAX: VVIAX (2.10) vs IVKAX (1.44). IVKAX was incepted earlier than VVIAX: IVKAX (23 years) vs VVIAX (25 years). IVKAX (1.30) is less costly to investors than VVIAX (0.05). IVKAX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (9.00). IVKAX has a lower initial minimum investment than VVIAX: IVKAX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.94 vs. IVKAX (-0.66). VVIAX return over 5 years is better than : 70.93 vs. IVKAX (51.66).
| IVKAX | VVIAX | IVKAX / VVIAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.30 | 0.05 | 2,600% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -3.167 | 7.668 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 203B | 0% |
| Annual Yield % from dividends | 1.44 | 2.10 | 68% |
| Returns for 1 year | -0.66 | 8.94 | -7% |
| Returns for 3 years | 3.97 | 31.79 | 12% |
| Returns for 5 years | 51.66 | 70.93 | 73% |
| Returns for 10 years | 51.81 | 132.80 | 39% |
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