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IVKSX vs VIVAX
IVKSX vs VIVAX Comparison
Open Charts IVKSX vs VIVAX
VY® Invesco Comstock S
Price$20.39
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets231.95M
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
IVKSX vs VIVAX Comparison Chart in %
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IVKSX vs. VIVAX commentary
Sep 29, 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: 203B vs. IVKSX (232M). VIVAX pays higher dividends than IVKSX: VIVAX (1.99) vs IVKSX (1.64). 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 : 7.64 vs. IVKSX (-0.85). VIVAX return over 5 years is better than : 81.78 vs. IVKSX (66.77).
| 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 | -1.379 | 10.222 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 203B | 0% |
| Annual Yield % from dividends | 1.64 | 1.99 | 82% |
| Returns for 1 year | -0.85 | 7.64 | -11% |
| Returns for 3 years | 15.48 | 50.22 | 31% |
| Returns for 5 years | 66.77 | 81.78 | 82% |
| Returns for 10 years | 68.31 | 147.68 | 46% |
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