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IVOAX vs MVCAX
IVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAX
Macquarie Mid Cap Income Opps A
Price$19.93
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets903.19M
IVOAX vs MVCAX Comparison Chart in %
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IVOAX vs. MVCAX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IVOAX (903M). IVOAX pays higher dividends than MVCAX: IVOAX (1.35) vs MVCAX (0.84). 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). IVOAX (27.00) and MVCAX (27.00) have comparable annual turnover. 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 : 0.17 vs. MVCAX (-5.36). MVCAX (52.29) and IVOAX (50.09) have equivalent 5 years return.
| 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 | 11.152 | 4.563 | 244% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 903M | 17.1B | 5% |
| Annual Yield % from dividends | 1.35 | 0.84 | 162% |
| Returns for 1 year | 0.17 | -5.36 | -3% |
| Returns for 3 years | 23.26 | 17.55 | 132% |
| Returns for 5 years | 50.09 | 52.29 | 96% |
| Returns for 10 years | 116.05 | 75.96 | 153% |