Interact to see
Advertisement
Advertisement
VMVAX vs VVOSX
VMVAX vs VVOSX Comparison
Open Charts VMVAX vs VVOSX
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
Invesco Value Opportunities R6
Price$21.94
Change-$0.28 (-1.26%)
VolumeN/A
Net Assets4.94B
VMVAX vs VVOSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VMVAX vs. VVOSX commentary
Jun 16, 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 VMVAX is a Buy and VVOSX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. VVOSX (4.94B). VMVAX pays higher dividends than VVOSX: VMVAX (2.31) vs VVOSX (0.68). VMVAX was incepted earlier than VVOSX: VMVAX (14 years) vs VVOSX (8 years). VVOSX (0.69) is less costly to investors than VMVAX (0.07). VVOSX is a more actively managed with annual turnover of: 47.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than VVOSX: VMVAX (3000) vs VVOSX (1000000). VVOSX annual gain was more profitable for investors over the last year : 8.87 vs. VMVAX (7.23). VVOSX return over 5 years is better than : 120.40 vs. VMVAX (69.23).
| VMVAX | VVOSX | VMVAX / VVOSX | |
| Total Expense Ratio | 0.07 | 0.69 | 10% |
| Annual Report Gross Expense Ratio | 0.07 | 0.69 | 10% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -0.023 | 0.183 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.9B | 4.94B | 606% |
| Annual Yield % from dividends | 2.31 | 0.68 | 341% |
| Returns for 1 year | 7.23 | 8.87 | 82% |
| Returns for 3 years | 24.99 | 38.73 | 65% |
| Returns for 5 years | 69.23 | 120.40 | 58% |
| Returns for 10 years | 78.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers