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FIVUX vs VMVIX
FIVUX vs VMVIX Comparison
Open Charts FIVUX vs VMVIX
Nomura Opportunity Instl
Price$39.44
Change+$0.36 (+0.92%)
VolumeN/A
Net Assets528.89M
Vanguard Mid-Cap Value Index Investor
Price$71.30
Change+$0.62 (+0.88%)
VolumeN/A
Net Assets32.63B
FIVUX vs VMVIX Comparison Chart in %
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FIVUX vs. VMVIX commentary
Dec 13, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. FIVUX (529M). VMVIX pays higher dividends than FIVUX: VMVIX (2.02) vs FIVUX (0.95). FIVUX was incepted earlier than VMVIX: FIVUX (13 years) vs VMVIX (19 years). FIVUX (0.94) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 19.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than VMVIX: FIVUX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 6.99 vs. FIVUX (-0.33). VMVIX return over 5 years is better than : 55.18 vs. FIVUX (39.20).
| FIVUX | VMVIX | FIVUX / VMVIX | |
| Total Expense Ratio | 0.86 | 0.19 | 453% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 15.221 | 12.058 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 32.6B | 2% |
| Annual Yield % from dividends | 0.95 | 2.02 | 47% |
| Returns for 1 year | -0.33 | 6.99 | -5% |
| Returns for 3 years | 17.53 | 30.03 | 58% |
| Returns for 5 years | 39.20 | 55.18 | 71% |
| Returns for 10 years | 7.61 | 118.02 | 6% |
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