Interact to see
Advertisement
Advertisement
FIUSX vs VMVIX
FIUSX vs VMVIX Comparison
Open Charts FIUSX vs VMVIX
Macquarie Opportunity A
Price$34.23
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets527.28M
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
FIUSX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIUSX vs. VMVIX commentary
Jul 27, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. FIUSX (527M). VMVIX pays higher dividends than FIUSX: VMVIX (2.14) vs FIUSX (0.77). FIUSX was incepted earlier than VMVIX: FIUSX (33 years) vs VMVIX (19 years). FIUSX (1.19) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 19.00 vs. FIUSX (17.00). FIUSX has a lower initial minimum investment than VMVIX: FIUSX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 9.75 vs. FIUSX (0.61). VMVIX return over 5 years is better than : 71.74 vs. FIUSX (55.48).
| FIUSX | VMVIX | FIUSX / VMVIX | |
| Total Expense Ratio | 1.11 | 0.19 | 584% |
| Annual Report Gross Expense Ratio | 1.19 | 0.19 | 626% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 5.942 | 5.522 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 30.6B | 2% |
| Annual Yield % from dividends | 0.77 | 2.14 | 36% |
| Returns for 1 year | 0.61 | 9.75 | 6% |
| Returns for 3 years | 11.88 | 28.14 | 42% |
| Returns for 5 years | 55.48 | 71.74 | 77% |
| Returns for 10 years | -11.96 | 93.04 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ETJ | 8.99 | 0.07 | +0.78% |
| Eaton Vance Risk - Managed Diversified Equity Income Fund | |||
| DFAS | 66.00 | 0.31 | +0.47% |
| Dimensional US Small Cap ETF | |||
| DVND | 33.81 | N/A | N/A |
| Touchstone Dividend Select ETF | |||
| PCQ | 8.28 | -0.01 | -0.18% |
| Pimco California Municipal Income Fund | |||
| EBIT | 32.35 | -0.19 | -0.60% |
| Harbor AlphaEdge Small Cap Earners ETF | |||