FIUSX
Price
$34.23
Change
+$0.15 (+0.44%)
Updated
Jul 25 closing price
Net Assets
527.28M
VMVIX
Price
$67.16
Change
+$0.44 (+0.66%)
Updated
Jul 25 closing price
Net Assets
30.57B
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FIUSX vs VMVIX

Header iconFIUSX vs VMVIX Comparison
Open Charts FIUSX vs VMVIXBanner chart's image
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 %
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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.

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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).
FIUSXVMVIXFIUSX / VMVIX
Total Expense Ratio1.110.19584%
Annual Report Gross Expense Ratio1.190.19626%
Fund Existence33 years19 years-
Gain YTD5.9425.522108%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets527M30.6B2%
Annual Yield % from dividends0.772.1436%
Returns for 1 year0.619.756%
Returns for 3 years11.8828.1442%
Returns for 5 years55.4871.7477%
Returns for 10 years-11.9693.04-13%
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