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FIUSX vs VMVIX
FIUSX vs VMVIX Comparison
Open Charts FIUSX vs VMVIX
Macquarie Opportunity A
Price$33.85
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets529.72M
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
FIUSX vs VMVIX Comparison Chart in %
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FIUSX vs. VMVIX commentary
Jul 07, 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: 29.9B vs. FIUSX (530M). 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 : 12.13 vs. FIUSX (3.70). VMVIX return over 5 years is better than : 76.99 vs. FIUSX (57.80).
| 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 | 4.766 | 3.574 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 29.9B | 2% |
| Annual Yield % from dividends | 0.77 | 2.14 | 36% |
| Returns for 1 year | 3.70 | 12.13 | 31% |
| Returns for 3 years | 13.93 | 28.47 | 49% |
| Returns for 5 years | 57.80 | 76.99 | 75% |
| Returns for 10 years | -14.52 | 88.04 | -16% |
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