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FIUSX vs VMVAX
FIUSX vs VMVAX Comparison
Open Charts FIUSX vs VMVAX
Delaware Opportunity A
Price$37.55
Change-$0.16 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
FIUSX vs VMVAX Comparison Chart
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FIUSX vs. VMVAX commentary
Nov 18, 2024
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 FIUSX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. FIUSX (512M). VMVAX pays higher dividends than FIUSX: VMVAX (2.14) vs FIUSX (0.73). FIUSX was incepted earlier than VMVAX: FIUSX (32 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. FIUSX (11.00). FIUSX has a lower initial minimum investment than VMVAX: FIUSX (1000) vs VMVAX (3000). FIUSX (28.06) and VMVAX (27.09) have marching annual gain over last year. VMVAX return over 5 years is better than : 47.45 vs. FIUSX (-2.62).
| FIUSX | VMVAX | FIUSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 18.119 | 17.355 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 30.9B | 2% |
| Annual Yield % from dividends | 0.73 | 2.14 | 34% |
| Returns for 1 year | 28.06 | 27.09 | 104% |
| Returns for 3 years | 3.47 | 13.54 | 26% |
| Returns for 5 years | -2.62 | 47.45 | -6% |
| Returns for 10 years | -6.63 | 96.84 | -7% |
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