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FIUSX vs VMVAX
FIUSX vs VMVAX Comparison
Open Charts FIUSX vs VMVAX
Delaware Opportunity A
Price$36.18
Change-$0.15 (-0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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FIUSX vs VMVAX Comparison Chart
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FIUSX vs. VMVAX commentary
Sep 21, 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 Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B 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). VMVAX (21.85) and FIUSX (21.59) have marching annual gain over last year. VMVAX return over 5 years is better than : 48.02 vs. FIUSX (-3.22).
| 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 | 12.457 | 14.332 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 30.5B | 2% |
| Annual Yield % from dividends | 0.73 | 2.14 | 34% |
| Returns for 1 year | 21.59 | 21.85 | 99% |
| Returns for 3 years | 6.45 | 17.61 | 37% |
| Returns for 5 years | -3.22 | 48.02 | -7% |
| Returns for 10 years | -10.93 | 96.75 | -11% |
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