Interact to see
Advertisement
Advertisement
IVOCX vs VIMSX
IVOCX vs VIMSX Comparison
Open Charts IVOCX vs VIMSX
Nomura Mid Cap Income Opps C
Price$17.87
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets796.7M
Vanguard Mid Cap Index Investor
Price$81.93
Change+$0.17 (+0.21%)
VolumeN/A
Net Assets198.74B
IVOCX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOCX vs. VIMSX commentary
Jan 15, 2026
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 IVOCX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. IVOCX (797M). IVOCX pays higher dividends than VIMSX: IVOCX (1.58) vs VIMSX (1.40). IVOCX was incepted earlier than VIMSX: IVOCX (11 years) vs VIMSX (28 years). IVOCX (2.02) is less costly to investors than VIMSX (0.17). IVOCX is a more actively managed with annual turnover of: 27.00 vs. VIMSX (16.00). IVOCX has a lower initial minimum investment than VIMSX: IVOCX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 12.63 vs. IVOCX (-1.04). VIMSX return over 5 years is better than : 42.51 vs. IVOCX (8.16).
| IVOCX | VIMSX | IVOCX / VIMSX | |
| Total Expense Ratio | 1.83 | 0.17 | 1,076% |
| Annual Report Gross Expense Ratio | 2.02 | 0.17 | 1,188% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 5.428 | 3.408 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 199B | 0% |
| Annual Yield % from dividends | 1.58 | 1.40 | 113% |
| Returns for 1 year | -1.04 | 12.63 | -8% |
| Returns for 3 years | 5.24 | 40.63 | 13% |
| Returns for 5 years | 8.16 | 42.51 | 19% |
| Returns for 10 years | 98.73 | 181.93 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MDLV | 29.17 | 0.23 | +0.79% |
| Morgan Dempsey Large Cap Value ETF | |||
| NRO | 3.07 | 0.02 | +0.49% |
| Neuberger Real Estate Securities Income Fund Inc. | |||
| AGG | 100.35 | 0.15 | +0.15% |
| iShares Core US Aggregate Bond ETF | |||
| CGUI | 25.34 | N/A | N/A |
| Capital Group Ultra Short Income ETF | |||
| IYT | 77.30 | -0.17 | -0.22% |
| iShares Transportation Average ETF | |||