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IVKSX vs VIVAX
IVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAX
VY® Invesco Comstock S
Price$20.10
Change-$0.09 (-0.45%)
VolumeN/A
Net Assets243.67M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
IVKSX vs VIVAX Comparison Chart in %
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IVKSX vs. VIVAX commentary
Sep 08, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. IVKSX (244M). VIVAX pays higher dividends than IVKSX: VIVAX (1.99) vs IVKSX (1.64). 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 : 7.74 vs. IVKSX (-0.16). VIVAX return over 5 years is better than : 70.18 vs. IVKSX (54.43).
| IVKSX | VIVAX | IVKSX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.05 | 0.17 | 618% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -2.782 | 7.845 | -35% |
| 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 | 1.64 | 1.99 | 82% |
| Returns for 1 year | -0.16 | 7.74 | -2% |
| Returns for 3 years | 5.33 | 36.63 | 15% |
| Returns for 5 years | 54.43 | 70.18 | 78% |
| Returns for 10 years | 56.93 | 131.64 | 43% |
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