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IVORX vs MVCAX
IVORX vs MVCAX Comparison
Open Charts IVORX vs MVCAX
Macquarie Mid Cap Income Opps R
Price$19.27
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets915.7M
IVORX vs MVCAX Comparison Chart in %
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IVORX vs. MVCAX commentary
Jul 03, 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 IVORX is a StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IVORX (916M). IVORX pays higher dividends than MVCAX: IVORX (1.18) vs MVCAX (0.87). IVORX was incepted earlier than MVCAX: IVORX (11 years) vs MVCAX (24 years). IVORX (1.50) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IVORX (17.00). IVORX has a lower initial minimum investment than MVCAX: IVORX (0) vs MVCAX (1000). IVORX annual gain was more profitable for investors over the last year : 4.08 vs. MVCAX (0.87). MVCAX return over 5 years is better than : 59.79 vs. IVORX (51.03).
| IVORX | MVCAX | IVORX / MVCAX | |
| Total Expense Ratio | 1.33 | 0.99 | 134% |
| Annual Report Gross Expense Ratio | 1.50 | 1.00 | 150% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 7.396 | 2.542 | 291% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 17.2B | 5% |
| Annual Yield % from dividends | 1.18 | 0.87 | 135% |
| Returns for 1 year | 4.08 | 0.87 | 470% |
| Returns for 3 years | 20.82 | 18.25 | 114% |
| Returns for 5 years | 51.03 | 59.79 | 85% |
| Returns for 10 years | 92.70 | 63.19 | 147% |
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