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FIVUX vs VMVAX
FIVUX vs VMVAX Comparison
Open Charts FIVUX vs VMVAX
Macquarie Opportunity Instl
Price$35.92
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets529.72M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
FIVUX vs VMVAX Comparison Chart in %
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FIVUX vs. VMVAX 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 FIVUX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. FIVUX (530M). VMVAX pays higher dividends than FIVUX: VMVAX (2.26) vs FIVUX (1.05). FIVUX was incepted earlier than VMVAX: FIVUX (12 years) vs VMVAX (14 years). FIVUX (0.94) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than VMVAX: FIVUX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 12.14 vs. FIVUX (4.59). VMVAX return over 5 years is better than : 77.08 vs. FIVUX (61.47).
| FIVUX | VMVAX | FIVUX / VMVAX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 0.94 | 0.07 | 1,343% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 4.937 | 3.573 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 29.9B | 2% |
| Annual Yield % from dividends | 1.05 | 2.26 | 46% |
| Returns for 1 year | 4.59 | 12.14 | 38% |
| Returns for 3 years | 15.94 | 28.52 | 56% |
| Returns for 5 years | 61.47 | 77.08 | 80% |
| Returns for 10 years | -9.66 | 88.11 | -11% |
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