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IVKSX vs VVIAX
IVKSX vs VVIAX Comparison
Open Charts IVKSX vs VVIAX
VY® Invesco Comstock S
Price$22.69
Change-$0.14 (-0.61%)
VolumeN/A
Net Assets248.23M
Vanguard Value Index Adm
Price$70.11
Change-$0.33 (-0.47%)
VolumeN/A
Net Assets195.18B
IVKSX vs VVIAX Comparison Chart in %
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IVKSX vs. VVIAX commentary
Jul 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. IVKSX (248M). VVIAX pays higher dividends than IVKSX: VVIAX (2.18) vs IVKSX (1.34). IVKSX was incepted earlier than VVIAX: IVKSX (23 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 : 7.76 vs. IVKSX (1.95). IVKSX (72.80) and VVIAX (72.26) have equivalent 5 years return.
| 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 | 23 years | 25 years | - |
| Gain YTD | 9.402 | 6.214 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 195B | 0% |
| Annual Yield % from dividends | 1.34 | 2.18 | 61% |
| Returns for 1 year | 1.95 | 7.76 | 25% |
| Returns for 3 years | 14.25 | 29.96 | 48% |
| Returns for 5 years | 72.80 | 72.26 | 101% |
| Returns for 10 years | 62.76 | 114.06 | 55% |
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