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IVORX vs MVCAX
IVORX vs MVCAX Comparison
Open Charts IVORX vs MVCAX
Macquarie Mid Cap Income Opps R
Price$17.68
Change+$0.15 (+0.86%)
VolumeN/A
Net Assets895.17M
IVORX vs MVCAX Comparison Chart
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IVORX vs. MVCAX commentary
May 09, 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: 16.3B vs. IVORX (895M). IVORX pays higher dividends than MVCAX: IVORX (1.24) vs MVCAX (0.93). 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 : -6.02 vs. MVCAX (-8.27). MVCAX return over 5 years is better than : 56.76 vs. IVORX (47.57).
| 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 | -1.811 | -5.150 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 16.3B | 5% |
| Annual Yield % from dividends | 1.24 | 0.93 | 133% |
| Returns for 1 year | -6.02 | -8.27 | 73% |
| Returns for 3 years | 4.05 | 4.61 | 88% |
| Returns for 5 years | 47.57 | 56.76 | 84% |
| Returns for 10 years | 74.41 | 49.35 | 151% |
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