Ad is loading...
VMVIX vs WFMIX
VMVIX vs WFMIX Comparison
Open Charts VMVIX vs WFMIX
Vanguard Mid-Cap Value Index Investor
Price$60.96
Change-$2.85 (-4.47%)
VolumeN/A
Net Assets30.85B
Allspring Special Mid Cap Value Inst
Price$45.45
Change-$1.83 (-3.87%)
VolumeN/A
Net Assets13.08B
VMVIX vs WFMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VMVIX vs. WFMIX commentary
Apr 04, 2025
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 WFMIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. WFMIX (13.1B). VMVIX pays higher dividends than WFMIX: VMVIX (2.20) vs WFMIX (1.26). VMVIX was incepted earlier than WFMIX: VMVIX (19 years) vs WFMIX (20 years). WFMIX (0.80) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 22.00 vs. WFMIX (19.00). VMVIX has a lower initial minimum investment than WFMIX: VMVIX (3000) vs WFMIX (1000000). VMVIX annual gain was more profitable for investors over the last year : 5.62 vs. WFMIX (-3.25). VMVIX return over 5 years is better than : 116.35 vs. WFMIX (79.78).
| VMVIX | WFMIX | VMVIX / WFMIX | |
| Total Expense Ratio | 0.19 | 0.80 | 24% |
| Annual Report Gross Expense Ratio | 0.19 | 0.80 | 24% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 0.246 | -0.943 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8B | 13.1B | 235% |
| Annual Yield % from dividends | 2.20 | 1.26 | 174% |
| Returns for 1 year | 5.62 | -3.25 | -173% |
| Returns for 3 years | 8.94 | -1.91 | -467% |
| Returns for 5 years | 116.35 | 79.78 | 146% |
| Returns for 10 years | 78.45 | 48.92 | 160% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BSMU | 21.71 | 0.11 | +0.53% |
| Invesco BulletShares 2030 Muncpl Bd ETF | |||
| IBMQ | 25.35 | 0.09 | +0.36% |
| iShares iBonds Dec 2028 Term Muni Bd ETF | |||
| HAPY | 22.28 | N/A | N/A |
| Harbor Human Capital Factor Uncons ETF | |||
| PYZ | 80.92 | -5.01 | -5.83% |
| Invesco DW Basic Materials Momt ETF | |||
| IYG | 74.41 | -4.91 | -6.19% |
| iShares US Financial Services ETF | |||