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IVKSX vs VIVAX
IVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAX
VY® Invesco Comstock S
Price$21.65
Change-$0.22 (-1.01%)
VolumeN/A
Net Assets236.55M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
IVKSX vs VIVAX Comparison Chart
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IVKSX vs. VIVAX commentary
Jun 16, 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: 189B vs. IVKSX (237M). VIVAX pays higher dividends than IVKSX: VIVAX (2.16) vs IVKSX (1.39). 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 : 8.01 vs. IVKSX (1.54). VIVAX (72.56) and IVKSX (69.89) have equivalent 5 years return.
| 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 | 4.388 | 2.419 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 189B | 0% |
| Annual Yield % from dividends | 1.39 | 2.16 | 65% |
| Returns for 1 year | 1.54 | 8.01 | 19% |
| Returns for 3 years | 13.19 | 32.20 | 41% |
| Returns for 5 years | 69.89 | 72.56 | 96% |
| Returns for 10 years | 52.92 | 103.54 | 51% |
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