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IVOYX vs VMVAX
IVOYX vs VMVAX Comparison
Open Charts IVOYX vs VMVAX
Delaware Ivy Mid Cap Income Opps Y
Price$18.10
Change-$0.61 (-3.26%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
IVOYX vs VMVAX Comparison Chart
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IVOYX vs. VMVAX commentary
Dec 19, 2024
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 IVOYX is a Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. IVOYX (1.08B). VMVAX pays higher dividends than IVOYX: VMVAX (2.14) vs IVOYX (1.64). IVOYX was incepted earlier than VMVAX: IVOYX (10 years) vs VMVAX (13 years). IVOYX is a more actively managed with annual turnover of: 29.00 vs. VMVAX (22.00). IVOYX has a lower initial minimum investment than VMVAX: IVOYX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 15.41 vs. IVOYX (2.56). VMVAX return over 5 years is better than : 40.94 vs. IVOYX (28.41).
| IVOYX | VMVAX | IVOYX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 2.449 | 14.833 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 32.8B | 3% |
| Annual Yield % from dividends | 1.64 | 2.14 | 77% |
| Returns for 1 year | 2.56 | 15.41 | 17% |
| Returns for 3 years | 0.58 | 14.48 | 4% |
| Returns for 5 years | 28.41 | 40.94 | 69% |
| Returns for 10 years | 90.09 | 89.30 | 101% |
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