Ad is loading...
FIVUX vs VMVAX
FIVUX vs VMVAX Comparison
Open Charts FIVUX vs VMVAX
Macquarie Opportunity Instl
Price$31.81
Change-$0.15 (-0.47%)
VolumeN/A
Net Assets489.19M
Vanguard Mid-Cap Value Index Admiral
Price$79.99
Change-$0.43 (-0.53%)
VolumeN/A
Net Assets29.86B
FIVUX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIVUX vs. VMVAX commentary
Apr 28, 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 (489M). VMVAX pays higher dividends than FIVUX: VMVAX (2.33) vs FIVUX (1.12). 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: 22.00 vs. FIVUX (11.00). 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 : 2.95 vs. FIVUX (-8.02). VMVAX return over 5 years is better than : 77.68 vs. FIVUX (58.76).
| 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 | -7.070 | -4.477 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 29.9B | 2% |
| Annual Yield % from dividends | 1.12 | 2.33 | 48% |
| Returns for 1 year | -8.02 | 2.95 | -271% |
| Returns for 3 years | -5.53 | 7.81 | -71% |
| Returns for 5 years | 58.76 | 77.68 | 76% |
| Returns for 10 years | -20.66 | 70.27 | -29% |
View a ticker or compare two or three
VS
VS
Ad is loading...