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IVOSX vs VMVAX
IVOSX vs VMVAX Comparison
Open Charts IVOSX vs VMVAX
Delaware Ivy Mid Cap Income Opps R6
Price$20.20
Change-$0.20 (-0.98%)
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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IVOSX vs VMVAX Comparison Chart
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IVOSX 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 IVOSX is a StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. IVOSX (1.13B). 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 : 21.85 vs. IVOSX (18.74). VMVAX (48.02) and IVOSX (47.32) 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 | 10.121 | 14.332 | 71% |
| 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 | 1.93 | 2.14 | 90% |
| Returns for 1 year | 18.74 | 21.85 | 86% |
| Returns for 3 years | 9.17 | 17.61 | 52% |
| Returns for 5 years | 47.32 | 48.02 | 99% |
| Returns for 10 years | N/A | 96.75 | - |
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