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 117 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | IVKIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | IVKIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | IVKIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | IVKIX vs VVIAX |
Best Risk-Adjusted Alternatives to IVKIX
IVKIX has a PortfoliosLab risk / return rank of 65. There are 148 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | IVKIX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | IVKIX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | IVKIX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | IVKIX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | IVKIX vs SABTX |
Top Performing IVKIX Alternatives (YTD)
IVKIX is at 10.00% YTD. There are 141 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | IVKIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | IVKIX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | IVKIX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | IVKIX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | IVKIX vs YAFFX |
Lowest Volatility Alternatives to IVKIX
IVKIX has 11.37% 1-year volatility. There are 165 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | 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 | 7.83% | — | Feb 1996 | IVKIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | IVKIX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.50% | — | Jul 1998 | IVKIX vs ACIIX |
Lowest Drawdown Alternatives to IVKIX
IVKIX has a 1-year max drawdown of -8.01%. There are 221 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 LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 42 | 16.10% | — | Nov 1935 | IVKIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 21 | 1.99% | — | May 2009 | IVKIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 36 | 9.72% | — | Dec 2007 | IVKIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | 0.30% | — | Dec 1998 | IVKIX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 35 | 0.19% | — | Sep 2015 | IVKIX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 42 | 6.53% | — | Jan 2006 | IVKIX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IVKIX vs IMCDX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 53 | 6.95% | — | Mar 2008 | IVKIX vs IIRLX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 91 | 15.11% | — | May 2009 | IVKIX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 41 | 0.94% | — | May 2004 | IVKIX vs IPHYX |
Often Compared With IVKIX
Investors most often compare IVKIX with INGIX, VYMSX, TWEIX. These 12 comparison targets span 3 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