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IVOAX vs MVCAX
IVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAX
Macquarie Mid Cap Income Opps A
Price$19.35
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets923.32M
IVOAX vs MVCAX Comparison Chart in %
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IVOAX vs. MVCAX commentary
Jul 06, 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: 17.3B vs. IVOAX (923M). IVOAX pays higher dividends than MVCAX: IVOAX (1.42) vs MVCAX (0.87). 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 : 4.50 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. IVOAX (53.84).
| 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 | 7.863 | 2.934 | 268% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 17.3B | 5% |
| Annual Yield % from dividends | 1.42 | 0.87 | 163% |
| Returns for 1 year | 4.50 | 1.09 | 412% |
| Returns for 3 years | 22.13 | 18.70 | 118% |
| Returns for 5 years | 53.84 | 60.39 | 89% |
| Returns for 10 years | 98.59 | 64.61 | 153% |
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