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IVOIX vs MVCAX
IVOIX vs MVCAX Comparison
Open Charts IVOIX vs MVCAX
Macquarie Mid Cap Income Opps I
Price$17.14
Change-$0.99 (-5.46%)
VolumeN/A
Net Assets944.52M
IVOIX vs MVCAX Comparison Chart
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IVOIX vs. MVCAX 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 IVOIX is a Buy and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IVOIX (945M). 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). MVCAX (-4.59) and IVOIX (-4.75) have marching annual gain over last year. MVCAX return over 5 years is better than : 96.65 vs. IVOIX (91.18).
| 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 | 0.634 | -1.369 | -46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 945M | 16.9B | 6% |
| Annual Yield % from dividends | 1.69 | 0.90 | 188% |
| Returns for 1 year | -4.75 | -4.59 | 104% |
| Returns for 3 years | 1.67 | 0.73 | 229% |
| Returns for 5 years | 91.18 | 96.65 | 94% |
| Returns for 10 years | 83.13 | 55.23 | 151% |
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