IVKSX
Price
$22.69
Change
-$0.14 (-0.61%)
Updated
Jul 28 closing price
Net Assets
248.23M
VIVAX
Price
$70.13
Change
-$0.34 (-0.48%)
Updated
Jul 28 closing price
Net Assets
195.18B
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IVKSX vs VIVAX

Header iconIVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAXBanner chart's image
VY® Invesco Comstock S
Price$22.69
Change-$0.14 (-0.61%)
VolumeN/A
Net Assets248.23M
Vanguard Value Index I
Price$70.13
Change-$0.34 (-0.48%)
VolumeN/A
Net Assets195.18B
IVKSX vs VIVAX Comparison Chart in %
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IVKSX vs. VIVAX commentary
Jul 29, 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 IVKSX is a StrongBuy and VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. IVKSX (248M). VIVAX pays higher dividends than IVKSX: VIVAX (2.06) vs IVKSX (1.34). IVKSX was incepted earlier than VIVAX: IVKSX (23 years) vs VIVAX (33 years). IVKSX (1.05) is less costly to investors than VIVAX (0.17). IVKSX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). IVKSX has a lower initial minimum investment than VIVAX: IVKSX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.77 vs. IVKSX (1.95). IVKSX (72.80) and VIVAX (72.24) have equivalent 5 years return.
IVKSXVIVAXIVKSX / VIVAX
Total Expense Ratio0.950.17559%
Annual Report Gross Expense Ratio1.050.17618%
Fund Existence23 years33 years-
Gain YTD9.4026.209151%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets248M195B0%
Annual Yield % from dividends1.342.0665%
Returns for 1 year1.957.7725%
Returns for 3 years14.2529.9648%
Returns for 5 years72.8072.24101%
Returns for 10 years62.76114.0955%
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