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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
Jun 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 36.6B vs. IVOSX (720M). IVOSX pays higher dividends than VMVIX: IVOSX (2.43) vs VMVIX (1.77). 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 : 21.86 vs. IVOSX (0.51). VMVIX return over 5 years is better than : 38.80 vs. IVOSX (4.08).
| 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 | 8.706 | 12.278 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 36.6B | 2% |
| Annual Yield % from dividends | 2.43 | 1.77 | 137% |
| Returns for 1 year | 0.51 | 21.86 | 2% |
| Returns for 3 years | 9.79 | 47.07 | 21% |
| Returns for 5 years | 4.08 | 38.80 | 11% |
| Returns for 10 years | 88.75 | 130.23 | 68% |
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