Interact to see
Advertisement
Advertisement
IVOCX vs VMVIX
IVOCX vs VMVIX Comparison
Open Charts IVOCX vs VMVIX
Macquarie Mid Cap Income Opps C
Price$18.58
Change+$0.15 (+0.81%)
VolumeN/A
Net Assets927.56M
Vanguard Mid-Cap Value Index Investor
Price$64.00
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets29.95B
IVOCX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVOCX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. IVOCX (928M). 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 : 6.49 vs. IVOCX (-1.84). VMVIX return over 5 years is better than : 56.29 vs. IVOCX (30.96).
| 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 | 3.167 | -0.178 | -1,782% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 29.9B | 3% |
| Annual Yield % from dividends | 0.67 | 2.19 | 31% |
| Returns for 1 year | -1.84 | 6.49 | -28% |
| Returns for 3 years | 4.39 | 11.21 | 39% |
| Returns for 5 years | 30.96 | 56.29 | 55% |
| Returns for 10 years | 78.99 | 79.72 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BLKC | 22.87 | 0.99 | +4.50% |
| Invesco Aln Glxy Blkh Usr&Dctrzd Cmr ETF | |||
| XME | 64.41 | 0.28 | +0.44% |
| SPDR® S&P Metals and Mining ETF | |||
| OAEM | 31.47 | 0.05 | +0.15% |
| OneAscent Emerging Markets ETF | |||
| MPV | 17.86 | 0.01 | +0.08% |
| Barings Participation Investors | |||
| IBMN | 26.72 | N/A | +0.02% |
| iShares iBonds Dec 2025 Term Muni Bd ETF | |||