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IVORX vs MVCAX
IVORX vs MVCAX Comparison
Open Charts IVORX vs MVCAX
Macquarie Mid Cap Income Opps R
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets906.07M
IVORX vs MVCAX Comparison Chart in %
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IVORX vs. MVCAX commentary
Sep 06, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IVORX (906M). IVORX pays higher dividends than MVCAX: IVORX (1.13) vs MVCAX (0.84). 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). IVORX (27.00) and MVCAX (27.00) have comparable annual turnover. 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 : 2.40 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. IVORX (44.59).
| 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 | 11.130 | 5.508 | 202% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 17.3B | 5% |
| Annual Yield % from dividends | 1.13 | 0.84 | 135% |
| Returns for 1 year | 2.40 | -2.57 | -94% |
| Returns for 3 years | 21.09 | 18.36 | 115% |
| Returns for 5 years | 44.59 | 52.00 | 86% |
| Returns for 10 years | 108.85 | 75.57 | 144% |
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