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IVOSX vs VMVIX
IVOSX vs VMVIX Comparison
Open Charts IVOSX vs VMVIX
Nomura Mid Cap Income Opps R6
Price$17.29
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets784.11M
Vanguard Mid-Cap Value Index Investor
Price$70.61
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets32.63B
IVOSX vs VMVIX Comparison Chart in %
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IVOSX vs. VMVIX 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. IVOSX (784M). VMVIX pays higher dividends than IVOSX: VMVIX (2.02) vs IVOSX (1.67). 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 : 9.73 vs. IVOSX (-4.59). VMVIX return over 5 years is better than : 53.81 vs. IVOSX (13.10).
| 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 | -3.117 | 10.973 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 32.6B | 2% |
| Annual Yield % from dividends | 1.67 | 2.02 | 83% |
| Returns for 1 year | -4.59 | 9.73 | -47% |
| Returns for 3 years | 10.62 | 33.21 | 32% |
| Returns for 5 years | 13.10 | 53.81 | 24% |
| Returns for 10 years | 91.38 | 110.07 | 83% |
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