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IVOSX vs VMVAX
IVOSX vs VMVAX Comparison
Open Charts IVOSX vs VMVAX
Delaware Ivy Mid Cap Income Opps R6
Price$20.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$89.64
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
IVOSX vs VMVAX Comparison Chart
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IVOSX vs. VMVAX commentary
Nov 22, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. IVOSX (1.11B). 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 : 28.25 vs. IVOSX (19.87). IVOSX (51.41) and VMVAX (50.95) have equivalent 5 years return.
| 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 | 14.926 | 19.623 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 30.9B | 4% |
| Annual Yield % from dividends | 1.93 | 2.14 | 90% |
| Returns for 1 year | 19.87 | 28.25 | 70% |
| Returns for 3 years | 8.30 | 16.94 | 49% |
| Returns for 5 years | 51.41 | 50.95 | 101% |
| Returns for 10 years | 116.68 | 98.29 | 119% |
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