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IVOCX vs VMVIX
IVOCX vs VMVIX Comparison
Open Charts IVOCX vs VMVIX
Delaware Ivy Mid Cap Income Opps C
Price$18.55
Change-$0.19 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.39
Change-$0.53 (-0.80%)
VolumeN/A
CapitalizationN/A
IVOCX vs VMVIX Comparison Chart
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IVOCX vs. VMVIX commentary
Dec 19, 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 IVOCX is a Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. IVOCX (1.09B). VMVIX pays higher dividends than IVOCX: VMVIX (2.03) vs IVOCX (0.94). IVOCX was incepted earlier than VMVIX: IVOCX (10 years) vs VMVIX (18 years). IVOCX is a more actively managed with annual turnover of: 29.00 vs. VMVIX (22.00). IVOCX has a lower initial minimum investment than VMVIX: IVOCX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 15.40 vs. IVOCX (1.74). VMVIX return over 5 years is better than : 40.88 vs. IVOCX (23.60).
| IVOCX | VMVIX | IVOCX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 1.632 | 14.787 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 32.8B | 3% |
| Annual Yield % from dividends | 0.94 | 2.03 | 47% |
| Returns for 1 year | 1.74 | 15.40 | 11% |
| Returns for 3 years | -1.71 | 14.45 | -12% |
| Returns for 5 years | 23.60 | 40.88 | 58% |
| Returns for 10 years | 79.96 | 89.09 | 90% |
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