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IVOCX vs VMVIX
IVOCX vs VMVIX Comparison
Open Charts IVOCX vs VMVIX
Macquarie Mid Cap Income Opps C
Price$18.07
Change+$0.17 (+0.95%)
VolumeN/A
Net Assets936.05M
Vanguard Mid-Cap Value Index Investor
Price$63.81
Change+$0.53 (+0.84%)
VolumeN/A
Net Assets30.85B
IVOCX vs VMVIX Comparison Chart
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IVOCX vs. VMVIX commentary
Apr 04, 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: 30.8B vs. IVOCX (936M). VMVIX pays higher dividends than IVOCX: VMVIX (2.20) vs IVOCX (0.69). 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: 22.00 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 : 4.96 vs. IVOCX (-6.56). VMVIX return over 5 years is better than : 114.55 vs. IVOCX (79.32).
| 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 | -0.608 | -0.586 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 30.8B | 3% |
| Annual Yield % from dividends | 0.69 | 2.20 | 31% |
| Returns for 1 year | -6.56 | 4.96 | -132% |
| Returns for 3 years | -2.20 | 7.76 | -28% |
| Returns for 5 years | 79.32 | 114.55 | 69% |
| Returns for 10 years | 69.17 | 78.15 | 89% |
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