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FIVUX vs VMVAX
FIVUX vs VMVAX Comparison
Open Charts FIVUX vs VMVAX
Macquarie Opportunity Instl
Price$34.37
Change+$0.39 (+1.15%)
VolumeN/A
Net Assets514.39M
Vanguard Mid-Cap Value Index Admiral
Price$84.21
Change+$0.61 (+0.73%)
VolumeN/A
Net Assets29.95B
FIVUX vs VMVAX Comparison Chart
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FIVUX vs. VMVAX commentary
Jun 07, 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 FIVUX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. FIVUX (514M). VMVAX pays higher dividends than FIVUX: VMVAX (2.31) vs FIVUX (1.08). FIVUX was incepted earlier than VMVAX: FIVUX (12 years) vs VMVAX (14 years). FIVUX (0.94) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than VMVAX: FIVUX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 6.48 vs. FIVUX (-1.12). VMVAX return over 5 years is better than : 56.36 vs. FIVUX (40.88).
| FIVUX | VMVAX | FIVUX / VMVAX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 0.94 | 0.07 | 1,343% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 0.409 | -0.166 | -246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 29.9B | 2% |
| Annual Yield % from dividends | 1.08 | 2.31 | 47% |
| Returns for 1 year | -1.12 | 6.48 | -17% |
| Returns for 3 years | -2.47 | 11.23 | -22% |
| Returns for 5 years | 40.88 | 56.36 | 73% |
| Returns for 10 years | -14.75 | 79.79 | -18% |
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