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IVOSX vs VMVIX
IVOSX vs VMVIX Comparison
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IVOSX vs VMVIX Comparison Chart in %
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IVOSX vs. VMVIX commentary
Aug 16, 2026
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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 38.6B vs. IVOSX (719M). IVOSX pays higher dividends than VMVIX: IVOSX (2.61) vs VMVIX (1.70). IVOSX was incepted earlier than VMVIX: IVOSX (12 years) vs VMVIX (20 years). IVOSX (0.92) is less costly to investors than VMVIX (0.19). VMVIX (23.00) and IVOSX (22.00) have comparable annual turnover. 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 : 23.76 vs. IVOSX (2.85). VMVIX return over 5 years is better than : 47.19 vs. IVOSX (9.02).
| IVOSX | VMVIX | IVOSX / VMVIX | |
| Total Expense Ratio | 0.73 | 0.19 | 384% |
| Annual Report Gross Expense Ratio | 0.92 | 0.19 | 484% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 16.314 | 19.040 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 38.6B | 2% |
| Annual Yield % from dividends | 2.61 | 1.70 | 154% |
| Returns for 1 year | 2.85 | 23.76 | 12% |
| Returns for 3 years | 17.15 | 53.66 | 32% |
| Returns for 5 years | 9.02 | 47.19 | 19% |
| Returns for 10 years | 88.86 | 130.33 | 68% |
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