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IVOIX vs MVCAX
IVOIX vs MVCAX Comparison
Open Charts IVOIX vs MVCAX
Macquarie Mid Cap Income Opps I
Price$18.63
Change-$0.19 (-1.01%)
VolumeN/A
Net Assets1.05B
IVOIX vs MVCAX Comparison Chart
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IVOIX vs. MVCAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. IVOIX (1.05B). IVOIX pays higher dividends than MVCAX: IVOIX (1.84) vs MVCAX (1.16). IVOIX was incepted earlier than MVCAX: IVOIX (10 years) vs MVCAX (24 years). IVOIX is a more actively managed with annual turnover of: 29.00 vs. MVCAX (19.00). 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 : 1.36 vs. MVCAX (1.20). IVOIX (28.46) and MVCAX (28.23) have equivalent 5 years return.
| IVOIX | MVCAX | IVOIX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 2.928 | 0.391 | 749% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 17.4B | 6% |
| Annual Yield % from dividends | 1.84 | 1.16 | 159% |
| Returns for 1 year | 1.36 | 1.20 | 113% |
| Returns for 3 years | 6.14 | 3.99 | 154% |
| Returns for 5 years | 28.46 | 28.23 | 101% |
| Returns for 10 years | 86.64 | 60.23 | 144% |
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