Ad is loading...
IVOIX vs MVCAX
IVOIX vs MVCAX Comparison
Open Charts IVOIX vs MVCAX
Macquarie Mid Cap Income Opps I
Price$17.26
Change+$0.29 (+1.71%)
VolumeN/A
Net Assets871.35M
IVOIX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVOIX vs. MVCAX commentary
Apr 25, 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 IVOIX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. IVOIX (871M). IVOIX pays higher dividends than MVCAX: IVOIX (1.69) vs MVCAX (0.90). IVOIX was incepted earlier than MVCAX: IVOIX (11 years) vs MVCAX (24 years). IVOIX (1.00) and MVCAX (1.00) have similar cost to investors . MVCAX is a more actively managed with annual turnover of: 27.00 vs. IVOIX (17.00). IVOIX has a lower initial minimum investment than MVCAX: IVOIX (0) vs MVCAX (1000). IVOIX annual gain was more profitable for investors over the last year : -8.19 vs. MVCAX (-8.95). MVCAX return over 5 years is better than : 59.24 vs. IVOIX (54.34).
| IVOIX | MVCAX | IVOIX / MVCAX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 1.00 | 1.00 | 100% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -5.805 | -8.149 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 871M | 15.8B | 6% |
| Annual Yield % from dividends | 1.69 | 0.90 | 188% |
| Returns for 1 year | -8.19 | -8.95 | 92% |
| Returns for 3 years | -4.17 | -4.00 | 104% |
| Returns for 5 years | 54.34 | 59.24 | 92% |
| Returns for 10 years | 72.96 | 45.33 | 161% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IWFG | 43.06 | 2.19 | +5.35% |
| NYLI Winslow Focused Large Cap Gr ETF | |||
| ECNS | 27.51 | 0.40 | +1.48% |
| iShares MSCI China Small-Cap ETF | |||
| EPI | 45.56 | 0.62 | +1.38% |
| WisdomTree India Earnings ETF | |||
| TOTR | 40.24 | 0.27 | +0.67% |
| T. Rowe Price Total Return ETF | |||
| FIGB | 42.59 | 0.12 | +0.28% |
| Fidelity Investment Grade Bd ETF | |||