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IVORX vs MVCAX
IVORX vs MVCAX Comparison
Open Charts IVORX vs MVCAX
Macquarie Mid Cap Income Opps R
Price$19.52
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets896.03M
IVORX vs MVCAX Comparison Chart in %
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IVORX vs. MVCAX commentary
Sep 26, 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: 17B vs. IVORX (896M). 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 : -1.09 vs. MVCAX (-6.10). MVCAX return over 5 years is better than : 56.19 vs. IVORX (51.58).
| 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 | 10.307 | 4.205 | 245% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 17B | 5% |
| Annual Yield % from dividends | 1.13 | 0.84 | 135% |
| Returns for 1 year | -1.09 | -6.10 | 18% |
| Returns for 3 years | 29.53 | 26.74 | 110% |
| Returns for 5 years | 51.58 | 56.19 | 92% |
| Returns for 10 years | 118.06 | 83.74 | 141% |
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