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FIUSX vs VMVAX
FIUSX vs VMVAX Comparison
Open Charts FIUSX vs VMVAX
Macquarie Opportunity A
Price$35.80
Change-$0.53 (-1.46%)
VolumeN/A
Net Assets527.8M
Vanguard Mid-Cap Value Index Admiral
Price$90.11
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets31.8B
FIUSX vs VMVAX Comparison Chart in %
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FIUSX vs. VMVAX commentary
Nov 14, 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 FIUSX is a StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. FIUSX (528M). VMVAX pays higher dividends than FIUSX: VMVAX (2.20) vs FIUSX (0.72). FIUSX was incepted earlier than VMVAX: FIUSX (33 years) vs VMVAX (14 years). FIUSX (1.19) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. FIUSX (17.00). FIUSX has a lower initial minimum investment than VMVAX: FIUSX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 2.82 vs. FIUSX (-5.47). VMVAX return over 5 years is better than : 56.57 vs. FIUSX (38.01).
| FIUSX | VMVAX | FIUSX / VMVAX | |
| Total Expense Ratio | 1.11 | 0.07 | 1,586% |
| Annual Report Gross Expense Ratio | 1.19 | 0.07 | 1,700% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 10.802 | 8.872 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 31.8B | 2% |
| Annual Yield % from dividends | 0.72 | 2.20 | 33% |
| Returns for 1 year | -5.47 | 2.82 | -194% |
| Returns for 3 years | 12.21 | 26.82 | 46% |
| Returns for 5 years | 38.01 | 56.57 | 67% |
| Returns for 10 years | -3.54 | 108.57 | -3% |
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