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IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
Macquarie Mid Cap Income Opps R6
Price$20.00
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets906.91M
IVOSX vs MVCAX Comparison Chart in %
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IVOSX vs. MVCAX commentary
Sep 08, 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: 17.3B vs. IVOSX (907M). 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 : 3.01 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. IVOSX (49.38).
| 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 | 11.617 | 5.508 | 211% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 17.3B | 5% |
| Annual Yield % from dividends | 1.66 | 0.84 | 199% |
| Returns for 1 year | 3.01 | -2.57 | -117% |
| Returns for 3 years | 23.21 | 18.36 | 126% |
| Returns for 5 years | 49.38 | 52.00 | 95% |
| Returns for 10 years | 119.85 | 75.57 | 159% |
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