Ad is loading...
Ad is loading...
IVOCX vs VMVIX
IVOCX vs VMVIX Comparison
Open Charts IVOCX vs VMVIX
Delaware Ivy Mid Cap Income Opps C
Price$20.43
Change-$0.15 (-0.73%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
IVOCX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVOCX vs. VMVIX commentary
Nov 18, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. IVOCX (1.11B). 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 : 27.06 vs. IVOCX (17.52). VMVIX return over 5 years is better than : 47.37 vs. IVOCX (39.07).
| 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 | 11.746 | 17.315 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 30.9B | 4% |
| Annual Yield % from dividends | 0.94 | 2.03 | 47% |
| Returns for 1 year | 17.52 | 27.06 | 65% |
| Returns for 3 years | 1.96 | 13.52 | 15% |
| Returns for 5 years | 39.07 | 47.37 | 82% |
| Returns for 10 years | 98.10 | 96.63 | 102% |