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IVORX vs MVCAX
IVORX vs MVCAX Comparison
Open Charts IVORX vs MVCAX
Macquarie Mid Cap Income Opps R
Price$19.34
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets861.93M
IVORX vs MVCAX Comparison Chart in %
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IVORX vs. MVCAX commentary
Oct 18, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IVORX (862M). IVORX pays higher dividends than MVCAX: IVORX (1.11) vs MVCAX (0.84). IVORX was incepted earlier than MVCAX: IVORX (11 years) vs MVCAX (24 years). IVORX (1.52) 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 : -5.36 vs. MVCAX (-9.57). MVCAX return over 5 years is better than : 43.72 vs. IVORX (36.61).
| IVORX | MVCAX | IVORX / MVCAX | |
| Total Expense Ratio | 1.33 | 0.99 | 134% |
| Annual Report Gross Expense Ratio | 1.52 | 1.00 | 152% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 7.792 | 3.096 | 252% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 862M | 16.8B | 5% |
| Annual Yield % from dividends | 1.11 | 0.84 | 132% |
| Returns for 1 year | -5.36 | -9.57 | 56% |
| Returns for 3 years | 23.08 | 19.51 | 118% |
| Returns for 5 years | 36.61 | 43.72 | 84% |
| Returns for 10 years | 97.42 | 70.17 | 139% |
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