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IVOAX vs MVCAX
IVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAX
Macquarie Mid Cap Income Opps A
Price$18.85
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets794.26M
IVOAX vs MVCAX Comparison Chart in %
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IVOAX vs. MVCAX commentary
Nov 20, 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: 16.4B vs. IVOAX (794M). IVOAX pays higher dividends than MVCAX: IVOAX (1.38) vs MVCAX (0.85). IVOAX was incepted earlier than MVCAX: IVOAX (11 years) vs MVCAX (24 years). IVOAX (1.27) 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 : -6.60 vs. MVCAX (-10.73). MVCAX return over 5 years is better than : 32.26 vs. IVOAX (27.38).
| IVOAX | MVCAX | IVOAX / MVCAX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.27 | 1.00 | 127% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 5.419 | 1.597 | 339% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 16.4B | 5% |
| Annual Yield % from dividends | 1.38 | 0.85 | 162% |
| Returns for 1 year | -6.60 | -10.73 | 62% |
| Returns for 3 years | 11.18 | 9.47 | 118% |
| Returns for 5 years | 27.38 | 32.26 | 85% |
| Returns for 10 years | 97.57 | 65.95 | 148% |
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