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VMFVX vs VMVIX
VMFVX vs VMVIX Comparison
Open Charts VMFVX vs VMVIX
Vanguard S&P Mid-Cap 400 Value Idx I
Price$415.19
Change+$6.72 (+1.65%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$68.58
Change+$0.45 (+0.66%)
VolumeN/A
CapitalizationN/A
VMFVX vs VMVIX Comparison Chart
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VMFVX vs. VMVIX commentary
Nov 23, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. VMFVX (1.04B). VMVIX pays higher dividends than VMFVX: VMVIX (2.03) vs VMFVX (1.53). VMFVX was incepted earlier than VMVIX: VMFVX (14 years) vs VMVIX (18 years). VMFVX is a more actively managed with annual turnover of: 43.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than VMFVX: VMVIX (3000) vs VMFVX (5000000). VMVIX (28.25) and VMFVX (27.88) have marching annual gain over last year. VMFVX return over 5 years is better than : 62.40 vs. VMVIX (50.90).
| VMFVX | VMVIX | VMFVX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 16.826 | 19.597 | 86% |
| 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 | 30.9B | 3% |
| Annual Yield % from dividends | 1.53 | 2.03 | 76% |
| Returns for 1 year | 27.88 | 28.25 | 99% |
| Returns for 3 years | 18.20 | 16.93 | 108% |
| Returns for 5 years | 62.40 | 50.90 | 123% |
| Returns for 10 years | 117.81 | 98.08 | 120% |
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