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IVOCX vs MVCAX
IVOCX vs MVCAX Comparison
Open Charts IVOCX vs MVCAX
Macquarie Mid Cap Income Opps C
Price$18.74
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets916.64M
IVOCX vs MVCAX Comparison Chart in %
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IVOCX vs. MVCAX commentary
Jul 01, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IVOCX (917M). MVCAX pays higher dividends than IVOCX: MVCAX (0.89) vs IVOCX (0.67). 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. IVOCX annual gain was more profitable for investors over the last year : 0.16 vs. MVCAX (-1.50). MVCAX return over 5 years is better than : 61.51 vs. IVOCX (49.11).
| 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 | 4.283 | 0.359 | 1,195% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 16.9B | 5% |
| Annual Yield % from dividends | 0.67 | 0.89 | 75% |
| Returns for 1 year | 0.16 | -1.50 | -10% |
| Returns for 3 years | 15.63 | 15.22 | 103% |
| Returns for 5 years | 49.11 | 61.51 | 80% |
| Returns for 10 years | 82.10 | 60.25 | 136% |
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