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IVKAX vs VVIAX
IVKAX vs VVIAX Comparison
Open Charts IVKAX vs VVIAX
VY® Invesco Comstock A
Price$21.30
Change-$0.22 (-1.02%)
VolumeN/A
Net Assets236.55M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
IVKAX vs VVIAX Comparison Chart
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IVKAX vs. VVIAX commentary
Jun 15, 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: 189B vs. IVKAX (237M). VVIAX pays higher dividends than IVKAX: VVIAX (2.28) vs IVKAX (1.19). 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 : 8.01 vs. IVKAX (1.13). VVIAX return over 5 years is better than : 72.56 vs. IVKAX (67.11).
| 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 | 4.258 | 2.436 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 189B | 0% |
| Annual Yield % from dividends | 1.19 | 2.28 | 52% |
| Returns for 1 year | 1.13 | 8.01 | 14% |
| Returns for 3 years | 11.98 | 32.19 | 37% |
| Returns for 5 years | 67.11 | 72.56 | 92% |
| Returns for 10 years | 48.31 | 103.54 | 47% |
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