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VMFVX vs VMVAX
VMFVX vs VMVAX Comparison
Open Charts VMFVX vs VMVAX
Vanguard S&P Mid-Cap 400 Value Idx I
Price$381.31
Change-$3.11 (-0.81%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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VMFVX vs VMVAX Comparison Chart
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VMFVX vs. VMVAX commentary
Sep 21, 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 VMFVX is a Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. VMFVX (1.04B). VMVAX pays higher dividends than VMFVX: VMVAX (2.14) vs VMFVX (1.53). VMFVX was incepted earlier than VMVAX: VMFVX (14 years) vs VMVAX (13 years). VMFVX is a more actively managed with annual turnover of: 43.00 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than VMFVX: VMVAX (3000) vs VMFVX (5000000). VMVAX annual gain was more profitable for investors over the last year : 25.35 vs. VMFVX (22.09). VMFVX return over 5 years is better than : 56.33 vs. VMVAX (48.82).
| VMFVX | VMVAX | VMFVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 9.058 | 14.946 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 30.5B | 3% |
| Annual Yield % from dividends | 1.53 | 2.14 | 72% |
| Returns for 1 year | 22.09 | 25.35 | 87% |
| Returns for 3 years | 22.42 | 20.71 | 108% |
| Returns for 5 years | 56.33 | 48.82 | 115% |
| Returns for 10 years | 112.69 | 100.88 | 112% |