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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
Sep 13, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 39B vs. IVOSX (655M). IVOSX pays higher dividends than VMVIX: IVOSX (2.59) vs VMVIX (1.69). IVOSX was incepted earlier than VMVIX: IVOSX (12 years) vs VMVIX (20 years). IVOSX (0.94) 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 : 16.99 vs. IVOSX (-5.47). VMVIX return over 5 years is better than : 44.28 vs. IVOSX (4.48).
| IVOSX | VMVIX | IVOSX / VMVIX | |
| Total Expense Ratio | 0.73 | 0.19 | 384% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 10.126 | 15.027 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 39B | 2% |
| Annual Yield % from dividends | 2.59 | 1.69 | 154% |
| Returns for 1 year | -5.47 | 16.99 | -32% |
| Returns for 3 years | 13.98 | 50.44 | 28% |
| Returns for 5 years | 4.48 | 44.28 | 10% |
| Returns for 10 years | 86.19 | 126.52 | 68% |
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