Interact to see
Advertisement
Advertisement
IVKAX vs VVIAX
IVKAX vs VVIAX Comparison
Open Charts IVKAX vs VVIAX
VY® Invesco Comstock A
Price$21.57
Change+$1.55 (+7.74%)
VolumeN/A
Net Assets244.77M
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
IVKAX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVKAX vs. VVIAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. IVKAX (245M). VVIAX pays higher dividends than IVKAX: VVIAX (1.95) vs IVKAX (0.97). IVKAX was incepted earlier than VVIAX: IVKAX (24 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 : 15.08 vs. IVKAX (1.72). VVIAX return over 5 years is better than : 66.27 vs. IVKAX (36.62).
| 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 | 24 years | 25 years | - |
| Gain YTD | 3.802 | 5.999 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 218B | 0% |
| Annual Yield % from dividends | 0.97 | 1.95 | 50% |
| Returns for 1 year | 1.72 | 15.08 | 11% |
| Returns for 3 years | 2.39 | 41.04 | 6% |
| Returns for 5 years | 36.62 | 66.27 | 55% |
| Returns for 10 years | 85.18 | 167.18 | 51% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AVURX | 8.55 | 0.08 | +0.94% |
| American Century Value R | |||
| LCEVX | 18.68 | 0.07 | +0.38% |
| Invesco Diversified Dividend C | |||
| MAICX | 10.51 | 0.04 | +0.38% |
| Victory Trivalent Intl Fd-Core Eq A | |||
| NWCAX | 48.25 | -0.96 | -1.95% |
| Nuveen Winslow Large-Cap Growth ESG A | |||
| RPXFX | 26.52 | -0.75 | -2.75% |
| RiverPark Large Growth Retail | |||