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IVKSX vs VIVAX
IVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAX
VY® Invesco Comstock S
Price$21.08
Change+$0.20 (+0.96%)
VolumeN/A
Net Assets235.37M
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
IVKSX vs VIVAX Comparison Chart in %
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IVKSX vs. VIVAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. IVKSX (235M). 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 : 4.76 vs. IVKSX (-4.70). VIVAX return over 5 years is better than : 61.14 vs. IVKSX (40.48).
| 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 | 1.039 | 11.753 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 208B | 0% |
| Annual Yield % from dividends | 1.58 | 1.93 | 82% |
| Returns for 1 year | -4.70 | 4.76 | -99% |
| Returns for 3 years | -0.81 | 29.79 | -3% |
| Returns for 5 years | 40.48 | 61.14 | 66% |
| Returns for 10 years | 56.16 | 127.21 | 44% |
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