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IVKAX vs VVIAX
IVKAX vs VVIAX Comparison
Open Charts IVKAX vs VVIAX
VY® Invesco Comstock A
Price$22.46
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets248.23M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
IVKAX vs VVIAX Comparison Chart in %
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IVKAX vs. VVIAX commentary
Jul 27, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. IVKAX (248M). VVIAX pays higher dividends than IVKAX: VVIAX (2.18) vs IVKAX (1.14). 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 : 9.75 vs. IVKAX (3.53). VVIAX (74.87) and IVKAX (73.43) have equivalent 5 years return.
| 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 | 9.936 | 6.714 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 195B | 0% |
| Annual Yield % from dividends | 1.14 | 2.18 | 53% |
| Returns for 1 year | 3.53 | 9.75 | 36% |
| Returns for 3 years | 17.37 | 34.32 | 51% |
| Returns for 5 years | 73.43 | 74.87 | 98% |
| Returns for 10 years | 60.39 | 116.26 | 52% |
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