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IVOIX vs MVCAX
IVOIX vs MVCAX Comparison
Open Charts IVOIX vs MVCAX
Macquarie Mid Cap Income Opps I
Price$18.67
Change+$0.15 (+0.81%)
VolumeN/A
Net Assets927.56M
IVOIX vs MVCAX Comparison Chart
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IVOIX vs. MVCAX 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 IVOIX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. IVOIX (928M). IVOIX pays higher dividends than MVCAX: IVOIX (1.65) vs MVCAX (0.89). 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 : -0.84 vs. MVCAX (-5.05). MVCAX (40.08) and IVOIX (38.14) have equivalent 5 years return.
| 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 | 3.631 | -2.151 | -169% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 16.7B | 6% |
| Annual Yield % from dividends | 1.65 | 0.89 | 184% |
| Returns for 1 year | -0.84 | -5.05 | 17% |
| Returns for 3 years | 7.59 | 0.85 | 890% |
| Returns for 5 years | 38.14 | 40.08 | 95% |
| Returns for 10 years | 93.78 | 55.19 | 170% |
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