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IVKSX vs VVIAX
IVKSX vs VVIAX Comparison
Open Charts IVKSX vs VVIAX
VY® Invesco Comstock S
Price$20.59
Change-$0.18 (-0.87%)
VolumeN/A
Net Assets232.61M
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
IVKSX vs VVIAX Comparison Chart in %
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IVKSX vs. VVIAX commentary
Nov 14, 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: 208B vs. IVKSX (233M). VVIAX pays higher dividends than IVKSX: VVIAX (2.09) vs IVKSX (1.62). 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 : 6.69 vs. IVKSX (-3.35). VVIAX return over 5 years is better than : 66.35 vs. IVKSX (47.51).
| 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 | 0.459 | 11.973 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 208B | 0% |
| Annual Yield % from dividends | 1.62 | 2.09 | 78% |
| Returns for 1 year | -3.35 | 6.69 | -50% |
| Returns for 3 years | 0.48 | 33.49 | 1% |
| Returns for 5 years | 47.51 | 66.35 | 72% |
| Returns for 10 years | 58.23 | 134.97 | 43% |
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