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IVORX vs MVCAX
IVORX vs MVCAX Comparison
Open Charts IVORX vs MVCAX
Macquarie Mid Cap Income Opps R
Price$18.47
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets927.25M
IVORX vs MVCAX Comparison Chart
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IVORX vs. MVCAX commentary
Jun 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: 16.7B vs. IVORX (927M). IVORX pays higher dividends than MVCAX: IVORX (1.17) vs MVCAX (0.89). 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 : -2.84 vs. MVCAX (-5.21). MVCAX return over 5 years is better than : 40.41 vs. IVORX (32.65).
| 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 | 2.410 | -1.923 | -125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 16.7B | 6% |
| Annual Yield % from dividends | 1.17 | 0.89 | 131% |
| Returns for 1 year | -2.84 | -5.21 | 55% |
| Returns for 3 years | 5.31 | 2.03 | 262% |
| Returns for 5 years | 32.65 | 40.41 | 81% |
| Returns for 10 years | 83.24 | 55.63 | 150% |
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