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IVOAX vs MVCAX
IVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAX
Macquarie Mid Cap Income Opps A
Price$18.65
Change+$0.15 (+0.81%)
VolumeN/A
Net Assets927.56M
IVOAX vs MVCAX Comparison Chart
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IVOAX vs. MVCAX commentary
Jun 07, 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: 16.7B vs. IVOAX (928M). IVOAX pays higher dividends than MVCAX: IVOAX (1.42) vs MVCAX (0.89). 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 : -1.07 vs. MVCAX (-5.05). MVCAX return over 5 years is better than : 40.08 vs. IVOAX (36.09).
| 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 | 3.533 | -2.151 | -164% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 16.7B | 6% |
| Annual Yield % from dividends | 1.42 | 0.89 | 159% |
| Returns for 1 year | -1.07 | -5.05 | 21% |
| Returns for 3 years | 6.84 | 0.85 | 802% |
| Returns for 5 years | 36.09 | 40.08 | 90% |
| Returns for 10 years | 89.22 | 55.19 | 162% |
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