Interact to see
Advertisement
Advertisement
IVKSX vs VIVAX
IVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAX
VY® Invesco Comstock S
Price$21.77
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets244.17M
Vanguard Value Index I
Price$77.13
Change+$0.41 (+0.53%)
VolumeN/A
Net Assets217.68B
IVKSX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVKSX vs. VIVAX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. IVKSX (244M). VIVAX pays higher dividends than IVKSX: VIVAX (1.92) vs IVKSX (1.19). 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 : 15.99 vs. IVKSX (4.64). VIVAX return over 5 years is better than : 62.08 vs. IVKSX (36.78).
| 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 | 2.931 | 3.489 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 218B | 0% |
| Annual Yield % from dividends | 1.19 | 1.92 | 62% |
| Returns for 1 year | 4.64 | 15.99 | 29% |
| Returns for 3 years | 4.13 | 37.08 | 11% |
| Returns for 5 years | 36.78 | 62.08 | 59% |
| Returns for 10 years | 88.87 | 163.63 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers