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IVOSX vs VMVAX
IVOSX vs VMVAX Comparison
Open Charts IVOSX vs VMVAX
Delaware Ivy Mid Cap Income Opps R6
Price$18.22
Change+$0.20 (+1.11%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$84.58
Change+$1.21 (+1.45%)
VolumeN/A
CapitalizationN/A
IVOSX vs VMVAX Comparison Chart
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IVOSX vs. VMVAX commentary
Dec 23, 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 IVOSX is a Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. IVOSX (1.07B). VMVAX pays higher dividends than IVOSX: VMVAX (2.14) vs IVOSX (1.93). IVOSX was incepted earlier than VMVAX: IVOSX (10 years) vs VMVAX (13 years). IVOSX is a more actively managed with annual turnover of: 29.00 vs. VMVAX (22.00). IVOSX has a lower initial minimum investment than VMVAX: IVOSX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 13.95 vs. IVOSX (1.12). VMVAX return over 5 years is better than : 37.82 vs. IVOSX (27.28).
| IVOSX | VMVAX | IVOSX / 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 | 0.628 | 12.871 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 32.8B | 3% |
| Annual Yield % from dividends | 1.93 | 2.14 | 90% |
| Returns for 1 year | 1.12 | 13.95 | 8% |
| Returns for 3 years | -0.74 | 12.21 | -6% |
| Returns for 5 years | 27.28 | 37.82 | 72% |
| Returns for 10 years | 89.32 | 84.51 | 106% |
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