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IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
Delaware Ivy Mid Cap Income Opps R6
Price$18.22
Change+$0.20 (+1.11%)
VolumeN/A
CapitalizationN/A
IVOSX vs MVCAX Comparison Chart
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IVOSX vs. MVCAX commentary
Dec 23, 2024
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 (1.07B). IVOSX pays higher dividends than MVCAX: IVOSX (1.93) vs MVCAX (1.16). IVOSX was incepted earlier than MVCAX: IVOSX (10 years) vs MVCAX (23 years). IVOSX is a more actively managed with annual turnover of: 29.00 vs. MVCAX (19.00). IVOSX has a lower initial minimum investment than MVCAX: IVOSX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 4.62 vs. IVOSX (1.12). MVCAX return over 5 years is better than : 29.00 vs. IVOSX (27.28).
| IVOSX | MVCAX | IVOSX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 0.628 | 3.777 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 17.1B | 6% |
| Annual Yield % from dividends | 1.93 | 1.16 | 166% |
| Returns for 1 year | 1.12 | 4.62 | 24% |
| Returns for 3 years | -0.74 | 3.21 | -23% |
| Returns for 5 years | 27.28 | 29.00 | 94% |
| Returns for 10 years | 89.32 | 63.28 | 141% |
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