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IVOIX vs VMVIX
IVOIX vs VMVIX Comparison
Open Charts IVOIX vs VMVIX
Delaware Ivy Mid Cap Income Opps I
Price$20.20
Change-$0.19 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.48
Change-$0.28 (-0.43%)
VolumeN/A
CapitalizationN/A
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IVOIX vs VMVIX Comparison Chart
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IVOIX vs. VMVIX 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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. IVOIX (1.13B). VMVIX pays higher dividends than IVOIX: VMVIX (2.03) vs IVOIX (1.84). IVOIX was incepted earlier than VMVIX: IVOIX (10 years) vs VMVIX (18 years). IVOIX is a more actively managed with annual turnover of: 29.00 vs. VMVIX (22.00). IVOIX has a lower initial minimum investment than VMVIX: IVOIX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 21.83 vs. IVOIX (18.60). VMVIX (47.93) and IVOIX (47.09) have equivalent 5 years return.
| IVOIX | VMVIX | IVOIX / 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 | 10.007 | 14.287 | 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 | 2.03 | 91% |
| Returns for 1 year | 18.60 | 21.83 | 85% |
| Returns for 3 years | 8.99 | 17.59 | 51% |
| Returns for 5 years | 47.09 | 47.93 | 98% |
| Returns for 10 years | N/A | 96.48 | - |