Ad is loading...
IVOIX vs VMVAX
IVOIX vs VMVAX Comparison
Open Charts IVOIX vs VMVAX
Macquarie Mid Cap Income Opps I
Price$18.63
Change-$0.19 (-1.01%)
VolumeN/A
Net Assets1.05B
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
IVOIX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVOIX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. IVOIX (1.05B). VMVAX pays higher dividends than IVOIX: VMVAX (2.14) vs IVOIX (1.84). IVOIX was incepted earlier than VMVAX: IVOIX (10 years) vs VMVAX (13 years). IVOIX is a more actively managed with annual turnover of: 29.00 vs. VMVAX (22.00). IVOIX has a lower initial minimum investment than VMVAX: IVOIX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 12.44 vs. IVOIX (1.36). VMVAX return over 5 years is better than : 38.46 vs. IVOIX (28.46).
| IVOIX | VMVAX | IVOIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 2.928 | 1.921 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 30.9B | 3% |
| Annual Yield % from dividends | 1.84 | 2.14 | 86% |
| Returns for 1 year | 1.36 | 12.44 | 11% |
| Returns for 3 years | 6.14 | 15.34 | 40% |
| Returns for 5 years | 28.46 | 38.46 | 74% |
| Returns for 10 years | 86.64 | 81.26 | 107% |
View a ticker or compare two or three
VS
VS
Ad is loading...