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FIVVX vs VMVAX
FIVVX vs VMVAX Comparison
Open Charts FIVVX vs VMVAX
Macquarie Opportunity R6
Price$36.30
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets526.42M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
FIVVX vs VMVAX Comparison Chart in %
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FIVVX vs. VMVAX commentary
Jul 04, 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 FIVVX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. FIVVX (526M). VMVAX pays higher dividends than FIVVX: VMVAX (2.26) vs FIVVX (0.92). FIVVX was incepted earlier than VMVAX: FIVVX (12 years) vs VMVAX (14 years). FIVVX (0.87) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. FIVVX (17.00). FIVVX has a lower initial minimum investment than VMVAX: FIVVX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 11.88 vs. FIVVX (4.06). VMVAX return over 5 years is better than : 76.67 vs. FIVVX (62.01).
| FIVVX | VMVAX | FIVVX / VMVAX | |
| Total Expense Ratio | 0.78 | 0.07 | 1,114% |
| Annual Report Gross Expense Ratio | 0.87 | 0.07 | 1,243% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 4.250 | 3.334 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 29.9B | 2% |
| Annual Yield % from dividends | 0.92 | 2.26 | 41% |
| Returns for 1 year | 4.06 | 11.88 | 34% |
| Returns for 3 years | 14.74 | 28.23 | 52% |
| Returns for 5 years | 62.01 | 76.67 | 81% |
| Returns for 10 years | -9.24 | 87.68 | -11% |
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