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IVOIX vs MVCAX
IVOIX vs MVCAX Comparison
Open Charts IVOIX vs MVCAX
Macquarie Mid Cap Income Opps I
Price$19.23
Change-$0.12 (-0.62%)
VolumeN/A
Net Assets895.45M
IVOIX vs MVCAX Comparison Chart in %
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IVOIX vs. MVCAX commentary
Aug 12, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IVOIX (895M). IVOIX pays higher dividends than MVCAX: IVOIX (1.60) vs MVCAX (0.86). 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 : 2.77 vs. MVCAX (-3.12). IVOIX (44.47) and MVCAX (44.14) 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 | 7.237 | 1.271 | 569% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 16.9B | 5% |
| Annual Yield % from dividends | 1.60 | 0.86 | 186% |
| Returns for 1 year | 2.77 | -3.12 | -89% |
| Returns for 3 years | 8.32 | 5.21 | 160% |
| Returns for 5 years | 44.47 | 44.14 | 101% |
| Returns for 10 years | 102.01 | 60.46 | 169% |
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