Interact to see
Advertisement
Advertisement
IVKSX vs VIVAX
IVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAX
VY® Invesco Comstock S
Price$21.54
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets239.79M
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
IVKSX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVKSX vs. VIVAX commentary
Dec 25, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. IVKSX (240M). VIVAX pays higher dividends than IVKSX: VIVAX (1.93) vs IVKSX (1.58). IVKSX was incepted earlier than VIVAX: IVKSX (24 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 : 12.66 vs. IVKSX (3.06). VIVAX return over 5 years is better than : 64.99 vs. IVKSX (43.52).
| IVKSX | VIVAX | IVKSX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.05 | 0.17 | 618% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 4.183 | 14.025 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 216B | 0% |
| Annual Yield % from dividends | 1.58 | 1.93 | 82% |
| Returns for 1 year | 3.06 | 12.66 | 24% |
| Returns for 3 years | 6.60 | 37.81 | 17% |
| Returns for 5 years | 43.52 | 64.99 | 67% |
| Returns for 10 years | 64.83 | 134.86 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers