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IVOSX vs VIMSX
IVOSX vs VIMSX Comparison
Open Charts IVOSX vs VIMSX
Nomura Mid Cap Income Opps R6
Price$17.29
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets784.11M
Vanguard Mid Cap Index Investor
Price$80.41
Change+$0.23 (+0.29%)
VolumeN/A
Net Assets199.59B
IVOSX vs VIMSX Comparison Chart in %
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IVOSX vs. VIMSX commentary
Dec 26, 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. IVOSX (784M). IVOSX pays higher dividends than VIMSX: IVOSX (1.67) vs VIMSX (1.37). 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 : 9.54 vs. IVOSX (-4.59). VIMSX return over 5 years is better than : 43.50 vs. IVOSX (13.10).
| 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 | -3.117 | 11.667 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 200B | 0% |
| Annual Yield % from dividends | 1.67 | 1.37 | 122% |
| Returns for 1 year | -4.59 | 9.54 | -48% |
| Returns for 3 years | 10.62 | 45.18 | 24% |
| Returns for 5 years | 13.10 | 43.50 | 30% |
| Returns for 10 years | 91.38 | 147.72 | 62% |
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