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IVOIX vs VMVAX
IVOIX vs VMVAX Comparison
Open Charts IVOIX vs VMVAX
Delaware Ivy Mid Cap Income Opps I
Price$20.20
Change-$0.19 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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IVOIX vs VMVAX Comparison Chart
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IVOIX vs. VMVAX commentary
Sep 21, 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 IVOIX is a StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. IVOIX (1.13B). VMVAX pays higher dividends than IVOIX: VMVAX (2.14) vs IVOIX (1.84). IVOIX was incepted earlier than VMVAX: IVOIX (10 years) vs VMVAX (13 years). IVOIX is a more actively managed with annual turnover of: 29.00 vs. VMVAX (22.00). IVOIX has a lower initial minimum investment than VMVAX: IVOIX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 21.85 vs. IVOIX (18.60). VMVAX (48.02) and IVOIX (47.09) have equivalent 5 years return.
| IVOIX | VMVAX | IVOIX / 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 | 10.007 | 14.332 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 30.5B | 4% |
| Annual Yield % from dividends | 1.84 | 2.14 | 86% |
| Returns for 1 year | 18.60 | 21.85 | 85% |
| Returns for 3 years | 8.99 | 17.61 | 51% |
| Returns for 5 years | 47.09 | 48.02 | 98% |
| Returns for 10 years | N/A | 96.75 | - |