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IPFPX vs VMVIX
IPFPX vs VMVIX Comparison
Open Charts IPFPX vs VMVIX
Poplar Forest Partners Institutional
Price$46.97
Change+$0.58 (+1.25%)
VolumeN/A
Net Assets270.93M
Vanguard Mid-Cap Value Index Investor
Price$59.04
Change+$0.93 (+1.60%)
VolumeN/A
Net Assets29.86B
IPFPX vs VMVIX Comparison Chart
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IPFPX vs. VMVIX commentary
Apr 15, 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 IPFPX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. IPFPX (271M). IPFPX pays higher dividends than VMVIX: IPFPX (2.34) vs VMVIX (2.20). IPFPX was incepted earlier than VMVIX: IPFPX (15 years) vs VMVIX (19 years). IPFPX (1.07) is less costly to investors than VMVIX (0.19). IPFPX is a more actively managed with annual turnover of: 27.75 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than IPFPX: VMVIX (3000) vs IPFPX (100000). VMVIX annual gain was more profitable for investors over the last year : -0.57 vs. IPFPX (-9.56). VMVIX return over 5 years is better than : 67.24 vs. IPFPX (59.71).
| IPFPX | VMVIX | IPFPX / VMVIX | |
| Total Expense Ratio | 0.96 | 0.19 | 505% |
| Annual Report Gross Expense Ratio | 1.07 | 0.19 | 563% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | -2.370 | -7.247 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 29.9B | 1% |
| Annual Yield % from dividends | 2.34 | 2.20 | 106% |
| Returns for 1 year | -9.56 | -0.57 | 1,674% |
| Returns for 3 years | -9.77 | 1.76 | -554% |
| Returns for 5 years | 59.71 | 67.24 | 89% |
| Returns for 10 years | 18.12 | 64.80 | 28% |
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