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IVOAX vs VMVAX
IVOAX vs VMVAX Comparison
Open Charts IVOAX vs VMVAX
Macquarie Mid Cap Income Opps A
Price$18.60
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets1.07B
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
IVOAX vs VMVAX Comparison Chart
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IVOAX vs. VMVAX commentary
Jan 19, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. IVOAX (1.07B). VMVAX pays higher dividends than IVOAX: VMVAX (2.14) vs IVOAX (1.63). IVOAX was incepted earlier than VMVAX: IVOAX (10 years) vs VMVAX (13 years). IVOAX is a more actively managed with annual turnover of: 29.00 vs. VMVAX (22.00). IVOAX has a lower initial minimum investment than VMVAX: IVOAX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 17.93 vs. IVOAX (4.52). VMVAX return over 5 years is better than : 38.32 vs. IVOAX (25.31).
| IVOAX | VMVAX | IVOAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 2.819 | 2.745 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 30.1B | 4% |
| Annual Yield % from dividends | 1.63 | 2.14 | 76% |
| Returns for 1 year | 4.52 | 17.93 | 25% |
| Returns for 3 years | -0.25 | 11.64 | -2% |
| Returns for 5 years | 25.31 | 38.32 | 66% |
| Returns for 10 years | 93.06 | 93.65 | 99% |
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