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IVOIX vs VMVAX
IVOIX vs VMVAX Comparison
Open Charts IVOIX vs VMVAX
Macquarie Mid Cap Income Opps I
Price$17.14
Change-$0.99 (-5.46%)
VolumeN/A
Net Assets944.52M
Vanguard Mid-Cap Value Index Admiral
Price$80.20
Change-$3.75 (-4.47%)
VolumeN/A
Net Assets30.85B
IVOIX vs VMVAX Comparison Chart
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IVOIX vs. VMVAX 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 VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. IVOIX (945M). VMVAX pays higher dividends than IVOIX: VMVAX (2.33) vs IVOIX (1.69). IVOIX was incepted earlier than VMVAX: IVOIX (11 years) vs VMVAX (14 years). IVOIX (1.00) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 22.00 vs. IVOIX (17.00). 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 : 5.64 vs. IVOIX (-4.75). VMVAX return over 5 years is better than : 116.47 vs. IVOIX (91.18).
| IVOIX | VMVAX | IVOIX / VMVAX | |
| Total Expense Ratio | 0.83 | 0.07 | 1,186% |
| Annual Report Gross Expense Ratio | 1.00 | 0.07 | 1,429% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 0.634 | 0.252 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 945M | 30.8B | 3% |
| Annual Yield % from dividends | 1.69 | 2.33 | 73% |
| Returns for 1 year | -4.75 | 5.64 | -84% |
| Returns for 3 years | 1.67 | 8.98 | 19% |
| Returns for 5 years | 91.18 | 116.47 | 78% |
| Returns for 10 years | 83.13 | 78.55 | 106% |
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