IVKSX
Price
$20.59
Change
-$0.18 (-0.87%)
Updated
Nov 13 closing price
Net Assets
232.61M
VIVAX
Price
$73.17
Change
-$0.74 (-1.00%)
Updated
Nov 13 closing price
Net Assets
207.95B
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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$20.59
Change-$0.18 (-0.87%)
VolumeN/A
Net Assets232.61M
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
IVKSX vs VIVAX Comparison Chart in %
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IVKSX vs. VIVAX commentary
Nov 14, 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.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. IVKSX (233M). VIVAX pays higher dividends than IVKSX: VIVAX (1.98) vs IVKSX (1.62). 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 : 6.68 vs. IVKSX (-3.35). VIVAX return over 5 years is better than : 66.34 vs. IVKSX (47.51).
IVKSXVIVAXIVKSX / VIVAX
Total Expense Ratio0.950.17559%
Annual Report Gross Expense Ratio1.050.17618%
Fund Existence24 years33 years-
Gain YTD0.45911.9654%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets233M208B0%
Annual Yield % from dividends1.621.9882%
Returns for 1 year-3.356.68-50%
Returns for 3 years0.4833.491%
Returns for 5 years47.5166.3472%
Returns for 10 years58.23135.0043%
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