Interact to see
Advertisement
Advertisement
IVOAX vs MVCAX
IVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAX
Macquarie Mid Cap Income Opps A
Price$19.69
Change-$0.21 (-1.06%)
VolumeN/A
Net Assets898.32M
IVOAX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOAX vs. MVCAX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IVOAX (898M). IVOAX pays higher dividends than MVCAX: IVOAX (1.34) 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 : 0.61 vs. MVCAX (-4.78). MVCAX return over 5 years is better than : 47.20 vs. IVOAX (44.19).
| 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 | 11.291 | 5.639 | 200% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 17.2B | 5% |
| Annual Yield % from dividends | 1.34 | 0.84 | 160% |
| Returns for 1 year | 0.61 | -4.78 | -13% |
| Returns for 3 years | 30.67 | 24.99 | 123% |
| Returns for 5 years | 44.19 | 47.20 | 94% |
| Returns for 10 years | 109.76 | 74.81 | 147% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPPP | 14.11 | 0.03 | +0.21% |
| Sprott Physical Platinum and Palladium Trust | |||
| SCLZ | 54.62 | 0.08 | +0.15% |
| Swan Enhanced Dividend Income ETF | |||
| QDTY | 45.51 | -0.18 | -0.39% |
| YieldMax Nasdaq 100 0DTE Cove CllStgyETF | |||
| DBJP | 89.06 | -0.58 | -0.64% |
| Xtrackers MSCI Japan Hedged Equity ETF | |||
| JTEK | 92.80 | -1.11 | -1.18% |
| JPMorgan U.S. Tech Leaders ETF | |||