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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
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 36.6B vs. IVOSX (725M). IVOSX pays higher dividends than VMVIX: IVOSX (2.68) vs VMVIX (1.76). 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). IVOSX is a more actively managed with annual turnover of: 27.00 vs. VMVIX (23.00). 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 : 19.99 vs. IVOSX (-0.99). VMVIX return over 5 years is better than : 42.68 vs. IVOSX (6.77).
| 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 | 10.483 | 12.963 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 36.6B | 2% |
| Annual Yield % from dividends | 2.68 | 1.76 | 152% |
| Returns for 1 year | -0.99 | 19.99 | -5% |
| Returns for 3 years | 10.29 | 44.62 | 23% |
| Returns for 5 years | 6.77 | 42.68 | 16% |
| Returns for 10 years | 88.25 | 128.15 | 69% |
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