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IVOIX vs VMVAX
IVOIX vs VMVAX Comparison
Open Charts IVOIX vs VMVAX
Macquarie Mid Cap Income Opps I
Price$18.61
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets1.07B
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
IVOIX vs VMVAX Comparison Chart
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IVOIX vs. VMVAX commentary
Jan 19, 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: 30.1B vs. IVOIX (1.07B). 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 : 17.93 vs. IVOIX (4.78). VMVAX return over 5 years is better than : 38.32 vs. IVOIX (27.35).
| 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 | 2.818 | 2.745 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 30.1B | 4% |
| Annual Yield % from dividends | 1.84 | 2.14 | 86% |
| Returns for 1 year | 4.78 | 17.93 | 27% |
| Returns for 3 years | 0.55 | 11.64 | 5% |
| Returns for 5 years | 27.35 | 38.32 | 71% |
| Returns for 10 years | 97.52 | 93.65 | 104% |
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