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IVOCX vs VMVIX
IVOCX vs VMVIX Comparison
Open Charts IVOCX vs VMVIX
Macquarie Mid Cap Income Opps C
Price$18.74
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets916.64M
Vanguard Mid-Cap Value Index Investor
Price$64.73
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets29.95B
IVOCX vs VMVIX Comparison Chart in %
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IVOCX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. IVOCX (917M). VMVIX pays higher dividends than IVOCX: VMVIX (2.19) vs IVOCX (0.67). IVOCX was incepted earlier than VMVIX: IVOCX (11 years) vs VMVIX (19 years). IVOCX (2.00) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 19.00 vs. IVOCX (17.00). IVOCX has a lower initial minimum investment than VMVIX: IVOCX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 9.76 vs. IVOCX (0.16). VMVIX return over 5 years is better than : 79.99 vs. IVOCX (49.11).
| IVOCX | VMVIX | IVOCX / VMVIX | |
| Total Expense Ratio | 1.83 | 0.19 | 963% |
| Annual Report Gross Expense Ratio | 2.00 | 0.19 | 1,053% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 4.283 | 1.692 | 253% |
| 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 | 2.19 | 31% |
| Returns for 1 year | 0.16 | 9.76 | 2% |
| Returns for 3 years | 15.63 | 26.36 | 59% |
| Returns for 5 years | 49.11 | 79.99 | 61% |
| Returns for 10 years | 82.10 | 85.09 | 96% |
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