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IVOAX vs VMVIX
IVOAX vs VMVIX Comparison
Open Charts IVOAX vs VMVIX
Macquarie Mid Cap Income Opps A
Price$19.93
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets903.19M
Vanguard Mid-Cap Value Index Investor
Price$67.84
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets32.03B
IVOAX vs VMVIX Comparison Chart in %
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IVOAX vs. VMVIX commentary
Sep 18, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. IVOAX (903M). VMVIX pays higher dividends than IVOAX: VMVIX (2.04) vs IVOAX (1.35). IVOAX was incepted earlier than VMVIX: IVOAX (11 years) vs VMVIX (19 years). IVOAX (1.25) is less costly to investors than VMVIX (0.19). IVOAX is a more actively managed with annual turnover of: 27.00 vs. VMVIX (19.00). IVOAX has a lower initial minimum investment than VMVIX: IVOAX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 3.90 vs. IVOAX (0.17). VMVIX return over 5 years is better than : 68.41 vs. IVOAX (50.09).
| IVOAX | VMVIX | IVOAX / VMVIX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.25 | 0.19 | 658% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 11.152 | 6.465 | 172% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 903M | 32B | 3% |
| Annual Yield % from dividends | 1.35 | 2.04 | 67% |
| Returns for 1 year | 0.17 | 3.90 | 4% |
| Returns for 3 years | 23.26 | 29.90 | 78% |
| Returns for 5 years | 50.09 | 68.41 | 73% |
| Returns for 10 years | 116.05 | 102.36 | 113% |