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FIVUX vs VMVAX
FIVUX vs VMVAX Comparison
Open Charts FIVUX vs VMVAX
Delaware Opportunity Instl
Price$39.40
Change+$0.07 (+0.18%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$88.10
Change-$0.02 (-0.02%)
VolumeN/A
CapitalizationN/A
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FIVUX vs VMVAX Comparison Chart
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FIVUX vs. VMVAX commentary
Oct 18, 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 FIVUX is a Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.2B vs. FIVUX (512M). VMVAX pays higher dividends than FIVUX: VMVAX (2.14) vs FIVUX (0.98). FIVUX was incepted earlier than VMVAX: FIVUX (12 years) vs VMVAX (13 years). 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). FIVUX (31.77) and VMVAX (31.57) have marching annual gain over last year. VMVAX return over 5 years is better than : 52.87 vs. FIVUX (4.86).
| FIVUX | VMVAX | FIVUX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 17.438 | 17.568 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 31.2B | 2% |
| Annual Yield % from dividends | 0.98 | 2.14 | 46% |
| Returns for 1 year | 31.77 | 31.57 | 101% |
| Returns for 3 years | 8.36 | 17.76 | 47% |
| Returns for 5 years | 4.86 | 52.87 | 9% |
| Returns for 10 years | 3.96 | 112.30 | 4% |
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