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IVOSX vs VIMAX
IVOSX vs VIMAX Comparison
Open Charts IVOSX vs VIMAX
Nomura Mid Cap Income Opps R6
Price$17.07
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets787.56M
Vanguard Mid Cap Index Admiral
Price$361.87
Change+$2.83 (+0.79%)
VolumeN/A
Net Assets198.55B
IVOSX vs VIMAX Comparison Chart in %
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IVOSX vs. VIMAX commentary
Dec 04, 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 IVOSX is a Buy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 199B vs. IVOSX (788M). IVOSX pays higher dividends than VIMAX: IVOSX (1.67) vs VIMAX (1.48). IVOSX was incepted earlier than VIMAX: IVOSX (11 years) vs VIMAX (24 years). IVOSX (0.92) is less costly to investors than VIMAX (0.05). IVOSX is a more actively managed with annual turnover of: 27.00 vs. VIMAX (16.00). IVOSX has a lower initial minimum investment than VIMAX: IVOSX (0) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 2.45 vs. IVOSX (-7.37). VIMAX return over 5 years is better than : 44.96 vs. IVOSX (30.04).
| IVOSX | VIMAX | IVOSX / VIMAX | |
| Total Expense Ratio | 0.73 | 0.05 | 1,460% |
| Annual Report Gross Expense Ratio | 0.92 | 0.05 | 1,840% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 8.482 | 9.983 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 199B | 0% |
| Annual Yield % from dividends | 1.67 | 1.48 | 113% |
| Returns for 1 year | -7.37 | 2.45 | -300% |
| Returns for 3 years | 15.78 | 34.59 | 46% |
| Returns for 5 years | 30.04 | 44.96 | 67% |
| Returns for 10 years | 110.62 | 139.14 | 80% |
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