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IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
Macquarie Mid Cap Income Opps R6
Price$18.04
Change-$0.39 (-2.12%)
VolumeN/A
Net Assets932.31M
IVOSX vs MVCAX Comparison Chart
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IVOSX vs. MVCAX commentary
May 22, 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: 17B vs. IVOSX (932M). IVOSX pays higher dividends than MVCAX: IVOSX (1.86) vs MVCAX (0.93). 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 : -3.86 vs. MVCAX (-7.69). MVCAX return over 5 years is better than : 59.35 vs. IVOSX (55.16).
| 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 | 2.344 | -2.934 | -80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 17B | 5% |
| Annual Yield % from dividends | 1.86 | 0.93 | 200% |
| Returns for 1 year | -3.86 | -7.69 | 50% |
| Returns for 3 years | 13.22 | 7.58 | 174% |
| Returns for 5 years | 55.16 | 59.35 | 93% |
| Returns for 10 years | 88.31 | 51.03 | 173% |
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