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IVOSX vs VMVIX
IVOSX vs VMVIX Comparison
Open Charts IVOSX vs VMVIX
Delaware Ivy Mid Cap Income Opps R6
Price$20.20
Change-$0.20 (-0.98%)
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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IVOSX vs VMVIX Comparison Chart
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IVOSX 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 IVOSX is a StrongBuy and VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. IVOSX (1.13B). VMVIX pays higher dividends than IVOSX: VMVIX (2.03) vs IVOSX (1.93). IVOSX was incepted earlier than VMVIX: IVOSX (10 years) vs VMVIX (18 years). IVOSX is a more actively managed with annual turnover of: 29.00 vs. VMVIX (22.00). IVOSX has a lower initial minimum investment than VMVIX: IVOSX (0) vs VMVIX (3000). IVOSX (21.88) and VMVIX (21.83) have marching annual gain over last year. IVOSX (48.60) and VMVIX (47.93) have equivalent 5 years return.
| IVOSX | VMVIX | IVOSX / 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 | 11.077 | 14.287 | 78% |
| 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 | 2.03 | 95% |
| Returns for 1 year | 21.88 | 21.83 | 100% |
| Returns for 3 years | 11.84 | 17.59 | 67% |
| Returns for 5 years | 48.60 | 47.93 | 101% |
| Returns for 10 years | N/A | 96.48 | - |
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