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IVOCX vs VMVAX
IVOCX vs VMVAX Comparison
Open Charts IVOCX vs VMVAX
Delaware Ivy Mid Cap Income Opps C
Price$18.55
Change-$0.19 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.05
Change-$0.69 (-0.80%)
VolumeN/A
CapitalizationN/A
IVOCX vs VMVAX Comparison Chart
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IVOCX vs. VMVAX commentary
Dec 19, 2024
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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. IVOCX (1.09B). VMVAX pays higher dividends than IVOCX: VMVAX (2.14) vs IVOCX (0.94). IVOCX was incepted earlier than VMVAX: IVOCX (10 years) vs VMVAX (13 years). IVOCX is a more actively managed with annual turnover of: 29.00 vs. VMVAX (22.00). 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 : 15.41 vs. IVOCX (1.74). VMVAX return over 5 years is better than : 40.94 vs. IVOCX (23.60).
| IVOCX | VMVAX | IVOCX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 1.632 | 14.833 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 32.8B | 3% |
| Annual Yield % from dividends | 0.94 | 2.14 | 44% |
| Returns for 1 year | 1.74 | 15.41 | 11% |
| Returns for 3 years | -1.71 | 14.48 | -12% |
| Returns for 5 years | 23.60 | 40.94 | 58% |
| Returns for 10 years | 79.96 | 89.30 | 90% |
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