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IVOAX vs MVCAX
IVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAX
Macquarie Mid Cap Income Opps A
Price$19.20
Change-$0.13 (-0.67%)
VolumeN/A
Net Assets895.45M
IVOAX vs MVCAX Comparison Chart in %
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IVOAX vs. MVCAX commentary
Aug 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IVOAX (895M). IVOAX pays higher dividends than MVCAX: IVOAX (1.40) vs MVCAX (0.86). 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 : 2.49 vs. MVCAX (-3.12). MVCAX (44.14) and IVOAX (42.22) 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 | 7.027 | 1.271 | 553% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 16.9B | 5% |
| Annual Yield % from dividends | 1.40 | 0.86 | 162% |
| Returns for 1 year | 2.49 | -3.12 | -80% |
| Returns for 3 years | 7.44 | 5.21 | 143% |
| Returns for 5 years | 42.22 | 44.14 | 96% |
| Returns for 10 years | 97.05 | 60.46 | 161% |
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