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IVOSX vs VMVIX
IVOSX vs VMVIX Comparison
Open Charts IVOSX vs VMVIX
Nomura Mid Cap Income Opps R6
Price$17.93
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets796.93M
Vanguard Mid-Cap Value Index Investor
Price$72.76
Change+$0.50 (+0.69%)
VolumeN/A
Net Assets33.17B
IVOSX vs VMVIX Comparison Chart in %
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IVOSX vs. VMVIX 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. IVOSX (797M). IVOSX pays higher dividends than VMVIX: IVOSX (2.70) vs VMVIX (1.98). IVOSX was incepted earlier than VMVIX: IVOSX (11 years) vs VMVIX (19 years). IVOSX (0.92) is less costly to investors than VMVIX (0.19). IVOSX is a more actively managed with annual turnover of: 27.00 vs. VMVIX (19.00). IVOSX has a lower initial minimum investment than VMVIX: IVOSX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 13.82 vs. IVOSX (-0.25). VMVIX return over 5 years is better than : 51.31 vs. IVOSX (13.99).
| IVOSX | VMVIX | IVOSX / VMVIX | |
| Total Expense Ratio | 0.73 | 0.19 | 384% |
| Annual Report Gross Expense Ratio | 0.92 | 0.19 | 484% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 5.409 | 4.226 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 33.2B | 2% |
| Annual Yield % from dividends | 2.70 | 1.98 | 136% |
| Returns for 1 year | -0.25 | 13.82 | -2% |
| Returns for 3 years | 8.40 | 30.70 | 27% |
| Returns for 5 years | 13.99 | 51.31 | 27% |
| Returns for 10 years | 116.95 | 142.01 | 82% |
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