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IVOCX vs MVCAX
IVOCX vs MVCAX Comparison
Open Charts IVOCX vs MVCAX
Macquarie Mid Cap Income Opps C
Price$16.23
Change-$0.86 (-5.03%)
VolumeN/A
Net Assets892.14M
IVOCX vs MVCAX Comparison Chart
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IVOCX vs. MVCAX commentary
Apr 05, 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 IVOCX is a Buy and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16B vs. IVOCX (892M). MVCAX pays higher dividends than IVOCX: MVCAX (0.90) vs IVOCX (0.69). IVOCX was incepted earlier than MVCAX: IVOCX (11 years) vs MVCAX (24 years). IVOCX (2.00) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IVOCX (17.00). IVOCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -4.59 vs. IVOCX (-5.77). MVCAX return over 5 years is better than : 96.65 vs. IVOCX (81.03).
| IVOCX | MVCAX | IVOCX / MVCAX | |
| Total Expense Ratio | 1.83 | 0.99 | 185% |
| Annual Report Gross Expense Ratio | 2.00 | 1.00 | 200% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 0.335 | -1.369 | -25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 16B | 6% |
| Annual Yield % from dividends | 0.69 | 0.90 | 77% |
| Returns for 1 year | -5.77 | -4.59 | 126% |
| Returns for 3 years | -1.43 | 0.73 | -195% |
| Returns for 5 years | 81.03 | 96.65 | 84% |
| Returns for 10 years | 69.25 | 55.23 | 125% |
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