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IVOCX vs MVCAX
IVOCX vs MVCAX Comparison
Open Charts IVOCX vs MVCAX
Macquarie Mid Cap Income Opps C
Price$18.58
Change+$0.15 (+0.81%)
VolumeN/A
Net Assets927.56M
IVOCX vs MVCAX Comparison Chart
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IVOCX vs. MVCAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. IVOCX (928M). 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 : -1.84 vs. MVCAX (-5.05). MVCAX return over 5 years is better than : 40.08 vs. IVOCX (30.96).
| 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 | 3.167 | -2.151 | -147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 16.7B | 6% |
| Annual Yield % from dividends | 0.67 | 0.89 | 75% |
| Returns for 1 year | -1.84 | -5.05 | 36% |
| Returns for 3 years | 4.39 | 0.85 | 515% |
| Returns for 5 years | 30.96 | 40.08 | 77% |
| Returns for 10 years | 78.99 | 55.19 | 143% |
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