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IVOAX vs MVCAX
IVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAX
Macquarie Mid Cap Income Opps A
Price$17.77
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets905.52M
IVOAX vs MVCAX Comparison Chart
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IVOAX vs. MVCAX commentary
May 12, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. IVOAX (906M). IVOAX pays higher dividends than MVCAX: IVOAX (1.50) vs MVCAX (0.93). 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. IVOAX annual gain was more profitable for investors over the last year : -6.38 vs. MVCAX (-8.04). MVCAX return over 5 years is better than : 58.60 vs. IVOAX (50.43).
| 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 | -1.352 | -4.042 | 33% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 16.5B | 5% |
| Annual Yield % from dividends | 1.50 | 0.93 | 161% |
| Returns for 1 year | -6.38 | -8.04 | 79% |
| Returns for 3 years | 5.48 | 6.20 | 88% |
| Returns for 5 years | 50.43 | 58.60 | 86% |
| Returns for 10 years | 79.79 | 51.61 | 155% |
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