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IVOCX vs VMVAX
IVOCX vs VMVAX Comparison
Open Charts IVOCX vs VMVAX
Macquarie Mid Cap Income Opps C
Price$18.74
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets916.64M
Vanguard Mid-Cap Value Index Admiral
Price$85.18
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets29.95B
IVOCX vs VMVAX Comparison Chart in %
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IVOCX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. IVOCX (917M). VMVAX pays higher dividends than IVOCX: VMVAX (2.31) vs IVOCX (0.67). IVOCX was incepted earlier than VMVAX: IVOCX (11 years) vs VMVAX (14 years). IVOCX (2.00) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. IVOCX (17.00). IVOCX has a lower initial minimum investment than VMVAX: IVOCX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 9.80 vs. IVOCX (0.16). VMVAX return over 5 years is better than : 80.13 vs. IVOCX (49.11).
| IVOCX | VMVAX | IVOCX / VMVAX | |
| Total Expense Ratio | 1.83 | 0.07 | 2,614% |
| Annual Report Gross Expense Ratio | 2.00 | 0.07 | 2,857% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 4.283 | 1.721 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 29.9B | 3% |
| Annual Yield % from dividends | 0.67 | 2.31 | 29% |
| Returns for 1 year | 0.16 | 9.80 | 2% |
| Returns for 3 years | 15.63 | 26.43 | 59% |
| Returns for 5 years | 49.11 | 80.13 | 61% |
| Returns for 10 years | 82.10 | 85.22 | 96% |
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