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IVOIX vs VMVAX
IVOIX vs VMVAX Comparison
Open Charts IVOIX vs VMVAX
Macquarie Mid Cap Income Opps I
Price$19.33
Change+$0.19 (+0.99%)
VolumeN/A
Net Assets905.6M
Vanguard Mid-Cap Value Index Admiral
Price$86.39
Change+$0.66 (+0.77%)
VolumeN/A
Net Assets30.57B
IVOIX vs VMVAX Comparison Chart in %
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IVOIX vs. VMVAX commentary
Jul 18, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. IVOIX (906M). VMVAX pays higher dividends than IVOIX: VMVAX (2.26) vs IVOIX (1.63). 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). IVOIX is a more actively managed with annual turnover of: 27.00 vs. VMVAX (19.00). 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 : 4.97 vs. IVOIX (-1.64). VMVAX return over 5 years is better than : 67.71 vs. IVOIX (49.13).
| 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 | 6.735 | 2.391 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 30.6B | 3% |
| Annual Yield % from dividends | 1.63 | 2.26 | 72% |
| Returns for 1 year | -1.64 | 4.97 | -33% |
| Returns for 3 years | 20.13 | 27.98 | 72% |
| Returns for 5 years | 49.13 | 67.71 | 73% |
| Returns for 10 years | 100.69 | 85.77 | 117% |
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