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IVOYX vs VIMSX
IVOYX vs VIMSX Comparison
Open Charts IVOYX vs VIMSX
Nomura Mid Cap Income Opps Y
Price$17.50
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets799.7M
Vanguard Mid Cap Index Investor
Price$80.35
Change-$0.83 (-1.02%)
VolumeN/A
Net Assets199.59B
IVOYX vs VIMSX Comparison Chart in %
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IVOYX vs. VIMSX commentary
Dec 14, 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 IVOYX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. IVOYX (800M). VIMSX (1.37) and IVOYX (1.36) have matching dividends . IVOYX was incepted earlier than VIMSX: IVOYX (11 years) vs VIMSX (28 years). IVOYX (1.27) is less costly to investors than VIMSX (0.17). IVOYX is a more actively managed with annual turnover of: 27.00 vs. VIMSX (16.00). IVOYX has a lower initial minimum investment than VIMSX: IVOYX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 6.88 vs. IVOYX (-6.59). VIMSX return over 5 years is better than : 47.55 vs. IVOYX (14.33).
| IVOYX | VIMSX | IVOYX / VIMSX | |
| Total Expense Ratio | 1.08 | 0.17 | 635% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | -2.281 | 12.736 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 200B | 0% |
| Annual Yield % from dividends | 1.36 | 1.37 | 99% |
| Returns for 1 year | -6.59 | 6.88 | -96% |
| Returns for 3 years | 6.04 | 40.80 | 15% |
| Returns for 5 years | 14.33 | 47.55 | 30% |
| Returns for 10 years | 93.37 | 155.92 | 60% |
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