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IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
Macquarie Mid Cap Income Opps R6
Price$19.74
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets893.48M
IVOSX vs MVCAX Comparison Chart in %
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IVOSX vs. MVCAX commentary
Sep 29, 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: 17.1B vs. IVOSX (893M). IVOSX pays higher dividends than MVCAX: IVOSX (1.66) vs MVCAX (0.84). 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). IVOSX (27.00) and MVCAX (27.00) have comparable annual turnover. 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 : -1.82 vs. MVCAX (-6.51). MVCAX (56.63) and IVOSX (56.32) 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 | 10.612 | 4.498 | 236% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 17.1B | 5% |
| Annual Yield % from dividends | 1.66 | 0.84 | 199% |
| Returns for 1 year | -1.82 | -6.51 | 28% |
| Returns for 3 years | 32.07 | 27.54 | 116% |
| Returns for 5 years | 56.32 | 56.63 | 99% |
| Returns for 10 years | 129.85 | 84.56 | 154% |
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