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IVOIX vs MVCAX
IVOIX vs MVCAX Comparison
Open Charts IVOIX vs MVCAX
Macquarie Mid Cap Income Opps I
Price$19.81
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets887.95M
IVOIX vs MVCAX Comparison Chart in %
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IVOIX vs. MVCAX commentary
Oct 09, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IVOIX (888M). IVOIX pays higher dividends than MVCAX: IVOIX (1.54) vs MVCAX (0.84). 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 . IVOIX (27.00) and MVCAX (27.00) have comparable annual turnover. 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 : -0.38 vs. MVCAX (-5.28). MVCAX (46.13) and IVOIX (44.46) 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 | 10.395 | 5.052 | 206% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 888M | 17.1B | 5% |
| Annual Yield % from dividends | 1.54 | 0.84 | 183% |
| Returns for 1 year | -0.38 | -5.28 | 7% |
| Returns for 3 years | 30.34 | 24.30 | 125% |
| Returns for 5 years | 44.46 | 46.13 | 96% |
| Returns for 10 years | 112.88 | 73.84 | 153% |
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