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IVOAX vs VIMSX
IVOAX vs VIMSX Comparison
Open Charts IVOAX vs VIMSX
Nomura Mid Cap Income Opps A
Price$17.29
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets784.11M
Vanguard Mid Cap Index Investor
Price$80.40
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets199.59B
IVOAX vs VIMSX Comparison Chart in %
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IVOAX vs. VIMSX 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 IVOAX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. IVOAX (784M). VIMSX (1.37) and IVOAX (1.37) have matching dividends . IVOAX was incepted earlier than VIMSX: IVOAX (11 years) vs VIMSX (28 years). IVOAX (1.27) is less costly to investors than VIMSX (0.17). IVOAX is a more actively managed with annual turnover of: 27.00 vs. VIMSX (16.00). IVOAX has a lower initial minimum investment than VIMSX: IVOAX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 9.53 vs. IVOAX (-4.93). VIMSX return over 5 years is better than : 43.48 vs. IVOAX (11.35).
| IVOAX | VIMSX | IVOAX / VIMSX | |
| Total Expense Ratio | 1.08 | 0.17 | 635% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | -3.305 | 11.653 | -28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 200B | 0% |
| Annual Yield % from dividends | 1.37 | 1.37 | 100% |
| Returns for 1 year | -4.93 | 9.53 | -52% |
| Returns for 3 years | 9.49 | 45.34 | 21% |
| Returns for 5 years | 11.35 | 43.48 | 26% |
| Returns for 10 years | 85.41 | 146.05 | 58% |
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