Interact to see
Advertisement
Advertisement
IVOAX vs VMVIX
IVOAX vs VMVIX Comparison
Open Charts IVOAX vs VMVIX
Macquarie Mid Cap Income Opps A
Price$18.85
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets794.26M
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change-$0.40 (-0.59%)
VolumeN/A
Net Assets31.8B
IVOAX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOAX vs. VMVIX commentary
Nov 20, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. IVOAX (794M). VMVIX pays higher dividends than IVOAX: VMVIX (2.08) vs IVOAX (1.38). IVOAX was incepted earlier than VMVIX: IVOAX (11 years) vs VMVIX (19 years). IVOAX (1.27) 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 : 1.00 vs. IVOAX (-6.60). VMVIX return over 5 years is better than : 51.95 vs. IVOAX (27.38).
| IVOAX | VMVIX | IVOAX / VMVIX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.27 | 0.19 | 668% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 5.419 | 6.180 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 31.8B | 2% |
| Annual Yield % from dividends | 1.38 | 2.08 | 66% |
| Returns for 1 year | -6.60 | 1.00 | -662% |
| Returns for 3 years | 11.18 | 24.67 | 45% |
| Returns for 5 years | 27.38 | 51.95 | 53% |
| Returns for 10 years | 97.57 | 97.56 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement