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FIVVX vs VMVIX
FIVVX vs VMVIX Comparison
Open Charts FIVVX vs VMVIX
Macquarie Opportunity R6
Price$36.71
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets527.28M
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
FIVVX vs VMVIX Comparison Chart in %
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FIVVX 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 FIVVX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. FIVVX (527M). VMVIX pays higher dividends than FIVVX: VMVIX (2.14) vs FIVVX (0.92). FIVVX was incepted earlier than VMVIX: FIVVX (12 years) vs VMVIX (19 years). FIVVX (0.87) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 19.00 vs. FIVVX (17.00). FIVVX has a lower initial minimum investment than VMVIX: FIVVX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 9.75 vs. FIVVX (1.63). VMVIX return over 5 years is better than : 71.74 vs. FIVVX (60.62).
| FIVVX | VMVIX | FIVVX / VMVIX | |
| Total Expense Ratio | 0.78 | 0.19 | 411% |
| Annual Report Gross Expense Ratio | 0.87 | 0.19 | 458% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 6.129 | 5.522 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 30.6B | 2% |
| Annual Yield % from dividends | 0.92 | 2.14 | 43% |
| Returns for 1 year | 1.63 | 9.75 | 17% |
| Returns for 3 years | 13.38 | 28.14 | 48% |
| Returns for 5 years | 60.62 | 71.74 | 85% |
| Returns for 10 years | -5.93 | 93.04 | -6% |
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