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IVOAX vs VMVAX
IVOAX vs VMVAX Comparison
Open Charts IVOAX vs VMVAX
Delaware Ivy Mid Cap Income Opps A
Price$19.57
Change-$0.18 (-0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$82.82
Change-$0.81 (-0.97%)
VolumeN/A
CapitalizationN/A
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IVOAX vs VMVAX Comparison Chart
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IVOAX vs. VMVAX commentary
Sep 08, 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 IVOAX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. IVOAX (1.09B). VMVAX pays higher dividends than IVOAX: VMVAX (2.14) vs IVOAX (1.63). IVOAX was incepted earlier than VMVAX: IVOAX (10 years) vs VMVAX (13 years). IVOAX is a more actively managed with annual turnover of: 29.00 vs. VMVAX (22.00). IVOAX has a lower initial minimum investment than VMVAX: IVOAX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 18.81 vs. IVOAX (14.92). VMVAX return over 5 years is better than : 46.93 vs. IVOAX (43.68).
| IVOAX | VMVAX | IVOAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 8.068 | 11.557 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 30.5B | 4% |
| Annual Yield % from dividends | 1.63 | 2.14 | 76% |
| Returns for 1 year | 14.92 | 18.81 | 79% |
| Returns for 3 years | 3.56 | 11.58 | 31% |
| Returns for 5 years | 43.68 | 46.93 | 93% |
| Returns for 10 years | N/A | 90.12 | - |
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