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IVOAX vs VMVAX
IVOAX vs VMVAX Comparison
Open Charts IVOAX vs VMVAX
Macquarie Mid Cap Income Opps A
Price$17.77
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets905.52M
Vanguard Mid-Cap Value Index Admiral
Price$82.45
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets29.07B
IVOAX vs VMVAX Comparison Chart
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IVOAX vs. VMVAX commentary
May 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. IVOAX (906M). VMVAX pays higher dividends than IVOAX: VMVAX (2.40) vs IVOAX (1.50). IVOAX was incepted earlier than VMVAX: IVOAX (11 years) vs VMVAX (14 years). IVOAX (1.25) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. IVOAX (17.00). 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 : 3.63 vs. IVOAX (-6.38). VMVAX return over 5 years is better than : 76.66 vs. IVOAX (50.43).
| IVOAX | VMVAX | IVOAX / VMVAX | |
| Total Expense Ratio | 1.08 | 0.07 | 1,543% |
| Annual Report Gross Expense Ratio | 1.25 | 0.07 | 1,786% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -1.352 | -1.539 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 29.1B | 3% |
| Annual Yield % from dividends | 1.50 | 2.40 | 63% |
| Returns for 1 year | -6.38 | 3.63 | -176% |
| Returns for 3 years | 5.48 | 15.72 | 35% |
| Returns for 5 years | 50.43 | 76.66 | 66% |
| Returns for 10 years | 79.79 | 75.91 | 105% |
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