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IVOSX vs VIMSX
IVOSX vs VIMSX Comparison
Open Charts IVOSX vs VIMSX
Nomura Mid Cap Income Opps R6
Price$17.93
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets796.93M
Vanguard Mid Cap Index Investor
Price$81.93
Change+$0.17 (+0.21%)
VolumeN/A
Net Assets198.74B
IVOSX vs VIMSX Comparison Chart in %
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IVOSX vs. VIMSX commentary
Jan 16, 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 IVOSX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. IVOSX (797M). IVOSX pays higher dividends than VIMSX: IVOSX (2.70) vs VIMSX (1.40). IVOSX was incepted earlier than VIMSX: IVOSX (11 years) vs VIMSX (28 years). IVOSX (0.92) is less costly to investors than VIMSX (0.17). IVOSX is a more actively managed with annual turnover of: 27.00 vs. VIMSX (16.00). IVOSX has a lower initial minimum investment than VIMSX: IVOSX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 12.63 vs. IVOSX (-0.25). VIMSX return over 5 years is better than : 42.51 vs. IVOSX (13.99).
| IVOSX | VIMSX | IVOSX / VIMSX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 0.92 | 0.17 | 541% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 5.409 | 3.408 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 199B | 0% |
| Annual Yield % from dividends | 2.70 | 1.40 | 194% |
| Returns for 1 year | -0.25 | 12.63 | -2% |
| Returns for 3 years | 8.40 | 40.63 | 21% |
| Returns for 5 years | 13.99 | 42.51 | 33% |
| Returns for 10 years | 116.95 | 181.93 | 64% |
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