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IVOAX vs MVCAX
IVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAX
Macquarie Mid Cap Income Opps A
Price$15.59
Change-$0.40 (-2.50%)
VolumeN/A
Net Assets830.17M
IVOAX vs MVCAX Comparison Chart
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IVOAX vs. MVCAX commentary
Apr 10, 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 IVOAX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 14.9B vs. IVOAX (830M). IVOAX pays higher dividends than MVCAX: IVOAX (1.46) vs MVCAX (0.90). IVOAX was incepted earlier than MVCAX: IVOAX (11 years) vs MVCAX (24 years). IVOAX (1.25) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IVOAX (17.00). IVOAX (6%) and MVCAX (6%) have equivalent initial investment costs. IVOAX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -16.05 vs. IVOAX (-18.20). MVCAX return over 5 years is better than : 46.24 vs. IVOAX (38.87).
| IVOAX | MVCAX | IVOAX / MVCAX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -13.454 | -13.168 | 102% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 14.9B | 6% |
| Annual Yield % from dividends | 1.46 | 0.90 | 162% |
| Returns for 1 year | -18.20 | -16.05 | 113% |
| Returns for 3 years | -12.14 | -10.65 | 114% |
| Returns for 5 years | 38.87 | 46.24 | 84% |
| Returns for 10 years | 53.52 | 36.14 | 148% |
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