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IVOSX vs VMVIX
IVOSX vs VMVIX Comparison
Open Charts IVOSX vs VMVIX
Nomura Mid Cap Income Opps R6
Price$18.16
Change+$0.31 (+1.74%)
VolumeN/A
Net Assets794.55M
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
IVOSX vs VMVIX Comparison Chart in %
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IVOSX vs. VMVIX commentary
Feb 05, 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. IVOSX (795M). IVOSX pays higher dividends than VMVIX: IVOSX (2.61) vs VMVIX (1.90). 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 : 13.54 vs. IVOSX (-2.19). VMVIX return over 5 years is better than : 52.64 vs. IVOSX (13.62).
| 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 | 4.938 | 5.515 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 795M | 33.2B | 2% |
| Annual Yield % from dividends | 2.61 | 1.90 | 137% |
| Returns for 1 year | -2.19 | 13.54 | -16% |
| Returns for 3 years | 3.40 | 29.32 | 12% |
| Returns for 5 years | 13.62 | 52.64 | 26% |
| Returns for 10 years | 109.98 | 142.71 | 77% |
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