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IVKSX vs VVIAX
IVKSX vs VVIAX Comparison
Open Charts IVKSX vs VVIAX
VY® Invesco Comstock S
Price$20.10
Change-$0.09 (-0.45%)
VolumeN/A
Net Assets243.67M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
IVKSX vs VVIAX Comparison Chart in %
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IVKSX vs. VVIAX commentary
Sep 08, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. IVKSX (244M). VVIAX pays higher dividends than IVKSX: VVIAX (2.10) vs IVKSX (1.64). 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 : 7.74 vs. IVKSX (-0.16). VVIAX return over 5 years is better than : 70.16 vs. IVKSX (54.43).
| 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 | -2.782 | 7.850 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 203B | 0% |
| Annual Yield % from dividends | 1.64 | 2.10 | 78% |
| Returns for 1 year | -0.16 | 7.74 | -2% |
| Returns for 3 years | 5.33 | 36.61 | 15% |
| Returns for 5 years | 54.43 | 70.16 | 78% |
| Returns for 10 years | 56.93 | 131.61 | 43% |