Interact to see
Advertisement
Advertisement
IVOSX vs VMVIX
IVOSX vs VMVIX Comparison
Open Charts IVOSX vs VMVIX
Macquarie Mid Cap Income Opps R6
Price$18.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets794.47M
Vanguard Mid-Cap Value Index Investor
Price$67.56
Change+$0.13 (+0.19%)
VolumeN/A
Net Assets31.8B
IVOSX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOSX vs. VMVIX commentary
Nov 20, 2025
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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. IVOSX (794M). VMVIX pays higher dividends than IVOSX: VMVIX (2.08) vs IVOSX (1.69). IVOSX was incepted earlier than VMVIX: IVOSX (11 years) vs VMVIX (19 years). IVOSX (0.92) is less costly to investors than VMVIX (0.19). IVOSX is a more actively managed with annual turnover of: 27.00 vs. VMVIX (19.00). IVOSX has a lower initial minimum investment than VMVIX: IVOSX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 0.59 vs. IVOSX (-6.40). VMVIX return over 5 years is better than : 50.92 vs. IVOSX (29.63).
| IVOSX | VMVIX | IVOSX / VMVIX | |
| Total Expense Ratio | 0.73 | 0.19 | 384% |
| Annual Report Gross Expense Ratio | 0.92 | 0.19 | 484% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 6.017 | 5.975 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 31.8B | 2% |
| Annual Yield % from dividends | 1.69 | 2.08 | 81% |
| Returns for 1 year | -6.40 | 0.59 | -1,080% |
| Returns for 3 years | 12.53 | 24.43 | 51% |
| Returns for 5 years | 29.63 | 50.92 | 58% |
| Returns for 10 years | 103.70 | 97.18 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement