Ad is loading...
IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
Macquarie Mid Cap Income Opps R6
Price$16.90
Change+$1.30 (+8.33%)
VolumeN/A
Net Assets805.29M
IVOSX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVOSX vs. MVCAX commentary
Apr 11, 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 IVOSX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. IVOSX (805M). IVOSX pays higher dividends than MVCAX: IVOSX (1.81) vs MVCAX (0.90). IVOSX was incepted earlier than MVCAX: IVOSX (11 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than IVOSX (0.93). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IVOSX (17.00). IVOSX has a lower initial minimum investment than MVCAX: IVOSX (0) vs MVCAX (1000). MVCAX (-17.72) and IVOSX (-18.16) have marching annual gain over last year. MVCAX return over 5 years is better than : 43.61 vs. IVOSX (41.34).
| IVOSX | MVCAX | IVOSX / MVCAX | |
| Total Expense Ratio | 0.73 | 0.99 | 74% |
| Annual Report Gross Expense Ratio | 0.93 | 1.00 | 93% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -13.371 | -14.733 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 15.8B | 5% |
| Annual Yield % from dividends | 1.81 | 0.90 | 201% |
| Returns for 1 year | -18.16 | -17.72 | 102% |
| Returns for 3 years | -11.26 | -12.26 | 92% |
| Returns for 5 years | 41.34 | 43.61 | 95% |
| Returns for 10 years | 57.55 | 33.68 | 171% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FTXL | 74.14 | 11.77 | +18.87% |
| First Trust Nasdaq Semiconductor ETF | |||
| NANR | 51.00 | 4.01 | +8.53% |
| SPDR S&P® North American Natural Res ETF | |||
| EFAS | 14.88 | 0.62 | +4.38% |
| Global X MSCI SuperDividend® EAFE ETF | |||
| EPI | 43.08 | 1.78 | +4.31% |
| WisdomTree India Earnings ETF | |||
| FCVT | 33.76 | 1.15 | +3.53% |
| First Trust SSI Strat Convert Secs ETF | |||