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IVKSX vs VVIAX
IVKSX vs VVIAX Comparison
Open Charts IVKSX vs VVIAX
VY® Invesco Comstock S
Price$21.54
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets239.79M
Vanguard Value Index Adm
Price$75.24
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
IVKSX vs VVIAX Comparison Chart in %
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IVKSX vs. VVIAX commentary
Dec 25, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. IVKSX (240M). VVIAX pays higher dividends than IVKSX: VVIAX (2.04) vs IVKSX (1.58). IVKSX was incepted earlier than VVIAX: IVKSX (24 years) vs VVIAX (25 years). IVKSX (1.05) is less costly to investors than VVIAX (0.05). IVKSX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (9.00). IVKSX has a lower initial minimum investment than VVIAX: IVKSX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.67 vs. IVKSX (3.06). VVIAX return over 5 years is better than : 64.99 vs. IVKSX (43.52).
| IVKSX | VVIAX | IVKSX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.05 | 0.05 | 2,100% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 4.183 | 14.019 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 216B | 0% |
| Annual Yield % from dividends | 1.58 | 2.04 | 78% |
| Returns for 1 year | 3.06 | 12.67 | 24% |
| Returns for 3 years | 6.60 | 37.80 | 17% |
| Returns for 5 years | 43.52 | 64.99 | 67% |
| Returns for 10 years | 64.83 | 134.87 | 48% |
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