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FIVVX vs VMVAX
FIVVX vs VMVAX Comparison
Open Charts FIVVX vs VMVAX
Delaware Opportunity R6
Price$38.49
Change-$0.16 (-0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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FIVVX vs VMVAX Comparison Chart
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FIVVX vs. VMVAX commentary
Sep 21, 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 Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. FIVVX (512M). VMVAX pays higher dividends than FIVVX: VMVAX (2.14) vs FIVVX (1.12). FIVVX was incepted earlier than VMVAX: FIVVX (11 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 (26.24) and VMVAX (25.35) have marching annual gain over last year. VMVAX return over 5 years is better than : 48.82 vs. FIVVX (1.40).
| FIVVX | VMVAX | FIVVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 14.078 | 14.946 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 30.5B | 2% |
| Annual Yield % from dividends | 1.12 | 2.14 | 52% |
| Returns for 1 year | 26.24 | 25.35 | 104% |
| Returns for 3 years | 11.56 | 20.71 | 56% |
| Returns for 5 years | 1.40 | 48.82 | 3% |
| Returns for 10 years | -2.81 | 100.88 | -3% |
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