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IVOSX vs VMVAX
IVOSX vs VMVAX Comparison
Open Charts IVOSX vs VMVAX
Macquarie Mid Cap Income Opps R6
Price$18.90
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets1.08B
Vanguard Mid-Cap Value Index Admiral
Price$86.33
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets30.1B
IVOSX vs VMVAX Comparison Chart
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IVOSX vs. VMVAX commentary
Jan 24, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. IVOSX (1.08B). VMVAX pays higher dividends than IVOSX: VMVAX (2.14) vs IVOSX (1.93). IVOSX was incepted earlier than VMVAX: IVOSX (10 years) vs VMVAX (13 years). IVOSX is a more actively managed with annual turnover of: 29.00 vs. VMVAX (22.00). IVOSX has a lower initial minimum investment than VMVAX: IVOSX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 16.96 vs. IVOSX (4.45). VMVAX return over 5 years is better than : 40.18 vs. IVOSX (30.51).
| IVOSX | VMVAX | IVOSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 4.144 | 2.972 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 30.1B | 4% |
| Annual Yield % from dividends | 1.93 | 2.14 | 90% |
| Returns for 1 year | 4.45 | 16.96 | 26% |
| Returns for 3 years | 6.47 | 16.54 | 39% |
| Returns for 5 years | 30.51 | 40.18 | 76% |
| Returns for 10 years | 97.13 | 91.13 | 107% |
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