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FIUSX vs VMVAX
FIUSX vs VMVAX Comparison
Open Charts FIUSX vs VMVAX
Macquarie Opportunity A
Price$31.56
Change-$0.10 (-0.32%)
VolumeN/A
Net Assets513.57M
Vanguard Mid-Cap Value Index Admiral
Price$82.61
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets29.07B
FIUSX vs VMVAX Comparison Chart
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FIUSX vs. VMVAX commentary
May 24, 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 FIUSX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. FIUSX (514M). VMVAX pays higher dividends than FIUSX: VMVAX (2.40) vs FIUSX (0.83). FIUSX was incepted earlier than VMVAX: FIUSX (33 years) vs VMVAX (14 years). FIUSX (1.19) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. FIUSX (17.00). FIUSX has a lower initial minimum investment than VMVAX: FIUSX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 4.10 vs. FIUSX (-6.10). VMVAX return over 5 years is better than : 77.99 vs. FIUSX (57.34).
| FIUSX | VMVAX | FIUSX / VMVAX | |
| Total Expense Ratio | 1.11 | 0.07 | 1,586% |
| Annual Report Gross Expense Ratio | 1.19 | 0.07 | 1,700% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | -1.702 | -0.775 | 220% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 29.1B | 2% |
| Annual Yield % from dividends | 0.83 | 2.40 | 35% |
| Returns for 1 year | -6.10 | 4.10 | -149% |
| Returns for 3 years | 0.29 | 15.69 | 2% |
| Returns for 5 years | 57.34 | 77.99 | 74% |
| Returns for 10 years | -22.33 | 74.68 | -30% |
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