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IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
Macquarie Mid Cap Income Opps R6
Price$18.63
Change-$0.20 (-1.06%)
VolumeN/A
Net Assets1.05B
IVOSX vs MVCAX Comparison Chart
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IVOSX vs. MVCAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. IVOSX (1.05B). IVOSX pays higher dividends than MVCAX: IVOSX (1.93) vs MVCAX (1.16). IVOSX was incepted earlier than MVCAX: IVOSX (10 years) vs MVCAX (24 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). IVOSX annual gain was more profitable for investors over the last year : 1.46 vs. MVCAX (1.20). IVOSX (28.66) and MVCAX (28.23) have equivalent 5 years return.
| IVOSX | MVCAX | IVOSX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 2.928 | 0.391 | 749% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 17.4B | 6% |
| Annual Yield % from dividends | 1.93 | 1.16 | 166% |
| Returns for 1 year | 1.46 | 1.20 | 122% |
| Returns for 3 years | 6.31 | 3.99 | 158% |
| Returns for 5 years | 28.66 | 28.23 | 102% |
| Returns for 10 years | 87.03 | 60.23 | 144% |
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