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VMVIX vs VVONX
VMVIX vs VVONX Comparison
Open Charts VMVIX vs VVONX
Vanguard Mid-Cap Value Index Investor
Price$62.94
Change-$0.61 (-0.96%)
VolumeN/A
CapitalizationN/A
Invesco Value Opportunities R5
Price$19.94
Change-$0.52 (-2.54%)
VolumeN/A
CapitalizationN/A
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VMVIX vs VVONX Comparison Chart
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VMVIX vs. VVONX commentary
Sep 08, 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 VMVIX is a Buy and VVONX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. VVONX (3.69B). VMVIX pays higher dividends than VVONX: VMVIX (2.03) vs VVONX (0.18). VMVIX was incepted earlier than VVONX: VMVIX (18 years) vs VVONX (13 years). VVONX is a more actively managed with annual turnover of: 70.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than VVONX: VMVIX (3000) vs VVONX (1000000). VVONX annual gain was more profitable for investors over the last year : 20.61 vs. VMVIX (18.78). VVONX return over 5 years is better than : 75.92 vs. VMVIX (46.86).
| VMVIX | VVONX | VMVIX / VVONX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 11.514 | 13.541 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 3.69B | 827% |
| Annual Yield % from dividends | 2.03 | 0.18 | 1,147% |
| Returns for 1 year | 18.78 | 20.61 | 91% |
| Returns for 3 years | 11.54 | 19.59 | 59% |
| Returns for 5 years | 46.86 | 75.92 | 62% |
| Returns for 10 years | 89.82 | 42.43 | 212% |
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