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IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
Macquarie Mid Cap Income Opps R6
Price$18.51
Change-$0.30 (-1.59%)
VolumeN/A
Net Assets921.33M
IVOSX vs MVCAX Comparison Chart
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IVOSX vs. MVCAX commentary
Jun 14, 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: 16.8B vs. IVOSX (921M). IVOSX pays higher dividends than MVCAX: IVOSX (1.76) vs MVCAX (0.89). 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). IVOSX annual gain was more profitable for investors over the last year : -0.70 vs. MVCAX (-4.53). MVCAX (51.98) and IVOSX (50.14) have equivalent 5 years return.
| 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 | 4.455 | -2.086 | -214% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 921M | 16.8B | 5% |
| Annual Yield % from dividends | 1.76 | 0.89 | 197% |
| Returns for 1 year | -0.70 | -4.53 | 16% |
| Returns for 3 years | 20.33 | 13.00 | 156% |
| Returns for 5 years | 50.14 | 51.98 | 96% |
| Returns for 10 years | 94.30 | 53.51 | 176% |
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