FIUSX
Price
$33.85
Change
+$0.22 (+0.65%)
Updated
Jul 3 closing price
Net Assets
529.72M
VMVIX
Price
$65.92
Change
+$0.16 (+0.24%)
Updated
Jul 3 closing price
Net Assets
29.95B
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FIUSX vs VMVIX

Header iconFIUSX vs VMVIX Comparison
Open Charts FIUSX vs VMVIXBanner chart's image
Macquarie Opportunity A
Price$33.85
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets529.72M
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
FIUSX vs VMVIX Comparison Chart in %
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FIUSX vs. VMVIX commentary
Jul 05, 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 VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. FIUSX (530M). VMVIX pays higher dividends than FIUSX: VMVIX (2.14) vs FIUSX (0.77). FIUSX was incepted earlier than VMVIX: FIUSX (33 years) vs VMVIX (19 years). FIUSX (1.19) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 19.00 vs. FIUSX (17.00). FIUSX has a lower initial minimum investment than VMVIX: FIUSX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 12.13 vs. FIUSX (3.70). VMVIX return over 5 years is better than : 76.99 vs. FIUSX (57.80).
FIUSXVMVIXFIUSX / VMVIX
Total Expense Ratio1.110.19584%
Annual Report Gross Expense Ratio1.190.19626%
Fund Existence33 years19 years-
Gain YTD4.7663.574133%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets530M29.9B2%
Annual Yield % from dividends0.772.1436%
Returns for 1 year3.7012.1331%
Returns for 3 years13.9328.4749%
Returns for 5 years57.8076.9975%
Returns for 10 years-14.5288.04-16%
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