VY Invesco Comstock Portfolio (IVKIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IVKIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVKIX
IVKIX charges 0.70% annually. There are 116 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | IVKIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | IVKIX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | IVKIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | IVKIX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | IVKIX vs TILVX |
Best Risk-Adjusted Alternatives to IVKIX
IVKIX has a PortfoliosLab risk / return rank of 74. There are 172 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | IVKIX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | IVKIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | IVKIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | IVKIX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | IVKIX vs PKAIX |
Top Performing IVKIX Alternatives (YTD)
IVKIX is at 11.89% YTD. There are 164 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | IVKIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | IVKIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | IVKIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | IVKIX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | IVKIX vs NFJEX |
Lowest Volatility Alternatives to IVKIX
IVKIX has 11.20% 1-year volatility. There are 147 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | IVKIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | IVKIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | IVKIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | IVKIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | IVKIX vs TMMAX |
Lowest Drawdown Alternatives to IVKIX
IVKIX has a 1-year max drawdown of -8.01%. There are 222 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | IVKIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | IVKIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | IVKIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | IVKIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | IVKIX vs SVAIX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include IRLNX, IEDAX, IIBAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 20 | 5.28% | — | May 2009 | IVKIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 44 | 10.02% | — | Dec 2007 | IVKIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 19 | 0.21% | — | Dec 1998 | IVKIX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 61 | 10.30% | — | Mar 2008 | IVKIX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 74 | 11.01% | — | Jan 2006 | IVKIX vs IFTIX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 51 | 1.53% | — | Sep 2015 | IVKIX vs ATLAX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IVKIX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 95 | 18.43% | — | May 2009 | IVKIX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 48 | 1.29% | — | May 2004 | IVKIX vs IPHYX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 51 | 17.21% | — | Feb 1998 | IVKIX vs VYMSX |
Often Compared With IVKIX
Investors most often compare IVKIX with INGIX, YAFFX, TWEIX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare IVKIX with Any Fund or Stock
Compare IVKIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVKIX with funds that move differently
VY Invesco Comstock Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVKIX.
Explore IVKIX Diversifiers