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FIVUX vs VMVAX
FIVUX vs VMVAX Comparison
Open Charts FIVUX vs VMVAX
Nomura Opportunity Instl
Price$35.44
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets522.67M
Vanguard Mid-Cap Value Index Admiral
Price$92.89
Change+$0.33 (+0.36%)
VolumeN/A
Net Assets32.63B
FIVUX vs VMVAX Comparison Chart in %
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FIVUX vs. VMVAX commentary
Dec 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 FIVUX is a StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.6B vs. FIVUX (523M). VMVAX pays higher dividends than FIVUX: VMVAX (2.14) vs FIVUX (0.95). FIVUX was incepted earlier than VMVAX: FIVUX (13 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 (18.00). 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 : 9.73 vs. FIVUX (2.34). VMVAX return over 5 years is better than : 53.90 vs. FIVUX (24.28).
| 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 | 13 years | 14 years | - |
| Gain YTD | 3.535 | 10.975 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 32.6B | 2% |
| Annual Yield % from dividends | 0.95 | 2.14 | 45% |
| Returns for 1 year | 2.34 | 9.73 | 24% |
| Returns for 3 years | 17.48 | 33.24 | 53% |
| Returns for 5 years | 24.28 | 53.90 | 45% |
| Returns for 10 years | -5.54 | 110.28 | -5% |
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