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FIVVX vs VMVAX
FIVVX vs VMVAX Comparison
Open Charts FIVVX vs VMVAX
Delaware Opportunity R6
Price$40.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$88.78
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FIVVX vs VMVAX Comparison Chart
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FIVVX vs. VMVAX commentary
Nov 14, 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 : 30.35 vs. VMVAX (28.30). VMVAX return over 5 years is better than : 48.86 vs. FIVVX (2.50).
| 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 | 20.391 | 18.476 | 110% |
| 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 | 30.35 | 28.30 | 107% |
| Returns for 3 years | 6.88 | 14.98 | 46% |
| Returns for 5 years | 2.50 | 48.86 | 5% |
| Returns for 10 years | 1.71 | 100.72 | 2% |
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