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IVOSX vs VMCIX
IVOSX vs VMCIX Comparison
Open Charts IVOSX vs VMCIX
Nomura Mid Cap Income Opps R6
Price$17.07
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets787.56M
Vanguard Mid Cap Index Institutional
Price$79.94
Change+$0.62 (+0.78%)
VolumeN/A
Net Assets198.55B
IVOSX vs VMCIX Comparison Chart in %
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IVOSX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. IVOSX (788M). IVOSX pays higher dividends than VMCIX: IVOSX (1.67) vs VMCIX (1.49). IVOSX was incepted earlier than VMCIX: IVOSX (11 years) vs VMCIX (28 years). IVOSX (0.92) is less costly to investors than VMCIX (0.04). IVOSX is a more actively managed with annual turnover of: 27.00 vs. VMCIX (16.00). IVOSX has a lower initial minimum investment than VMCIX: IVOSX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 2.45 vs. IVOSX (-7.37). VMCIX return over 5 years is better than : 44.96 vs. IVOSX (30.04).
| IVOSX | VMCIX | IVOSX / VMCIX | |
| Total Expense Ratio | 0.73 | 0.04 | 1,825% |
| Annual Report Gross Expense Ratio | 0.92 | 0.04 | 2,300% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 8.482 | 9.976 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 199B | 0% |
| Annual Yield % from dividends | 1.67 | 1.49 | 112% |
| Returns for 1 year | -7.37 | 2.45 | -301% |
| Returns for 3 years | 15.78 | 34.60 | 46% |
| Returns for 5 years | 30.04 | 44.96 | 67% |
| Returns for 10 years | 110.62 | 139.18 | 79% |
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