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IVOIX vs VMVIX
IVOIX vs VMVIX Comparison
Open Charts IVOIX vs VMVIX
Delaware Ivy Mid Cap Income Opps I
Price$18.60
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
IVOIX vs VMVIX Comparison Chart
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IVOIX 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 IVOIX is a Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. IVOIX (1.09B). 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 : 15.40 vs. IVOIX (2.79). VMVIX return over 5 years is better than : 40.88 vs. IVOIX (30.47).
| 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 | 2.621 | 14.787 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 32.8B | 3% |
| Annual Yield % from dividends | 1.84 | 2.03 | 91% |
| Returns for 1 year | 2.79 | 15.40 | 18% |
| Returns for 3 years | 1.38 | 14.45 | 10% |
| Returns for 5 years | 30.47 | 40.88 | 75% |
| Returns for 10 years | 94.48 | 89.09 | 106% |
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