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FIVVX vs VMVAX
FIVVX vs VMVAX Comparison
Open Charts FIVVX vs VMVAX
Delaware Opportunity R6
Price$40.85
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$90.24
Change+$0.60 (+0.67%)
VolumeN/A
CapitalizationN/A
FIVVX vs VMVAX Comparison Chart
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FIVVX vs. VMVAX commentary
Nov 23, 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 FIVVX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. FIVVX (512M). VMVAX pays higher dividends than FIVVX: VMVAX (2.14) vs FIVVX (1.12). FIVVX was incepted earlier than VMVAX: FIVVX (12 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. FIVVX (11.00). FIVVX has a lower initial minimum investment than VMVAX: FIVVX (0) vs VMVAX (3000). FIVVX annual gain was more profitable for investors over the last year : 30.14 vs. VMVAX (28.25). VMVAX return over 5 years is better than : 50.95 vs. FIVVX (3.90).
| FIVVX | VMVAX | FIVVX / 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 | 21.073 | 19.623 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 30.9B | 2% |
| Annual Yield % from dividends | 1.12 | 2.14 | 52% |
| Returns for 1 year | 30.14 | 28.25 | 107% |
| Returns for 3 years | 7.96 | 16.94 | 47% |
| Returns for 5 years | 3.90 | 50.95 | 8% |
| Returns for 10 years | -0.02 | 98.29 | -0% |
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