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IVOYX vs VIMSX
IVOYX vs VIMSX Comparison
Open Charts IVOYX vs VIMSX
Nomura Mid Cap Income Opps Y
Price$18.05
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets796.93M
Vanguard Mid Cap Index Investor
Price$81.93
Change+$0.17 (+0.21%)
VolumeN/A
Net Assets198.74B
IVOYX vs VIMSX Comparison Chart in %
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IVOYX vs. VIMSX commentary
Jan 15, 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 IVOYX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. IVOYX (797M). IVOYX pays higher dividends than VIMSX: IVOYX (2.36) vs VIMSX (1.40). 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 : 12.63 vs. IVOYX (-0.38). VIMSX return over 5 years is better than : 42.51 vs. IVOYX (12.31).
| 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 | 5.432 | 3.408 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 199B | 0% |
| Annual Yield % from dividends | 2.36 | 1.40 | 169% |
| Returns for 1 year | -0.38 | 12.63 | -3% |
| Returns for 3 years | 7.63 | 40.63 | 19% |
| Returns for 5 years | 12.31 | 42.51 | 29% |
| Returns for 10 years | 111.46 | 181.93 | 61% |
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