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IVOSX vs VMVAX
IVOSX vs VMVAX Comparison
Open Charts IVOSX vs VMVAX
Macquarie Mid Cap Income Opps R6
Price$16.90
Change+$1.30 (+8.33%)
VolumeN/A
Net Assets805.29M
Vanguard Mid-Cap Value Index Admiral
Price$76.45
Change-$2.16 (-2.75%)
VolumeN/A
Net Assets29.86B
IVOSX vs VMVAX Comparison Chart
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IVOSX vs. VMVAX commentary
Apr 11, 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: 29.9B vs. IVOSX (805M). VMVAX pays higher dividends than IVOSX: VMVAX (2.33) vs IVOSX (1.81). IVOSX was incepted earlier than VMVAX: IVOSX (11 years) vs VMVAX (14 years). IVOSX (0.93) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 22.00 vs. IVOSX (17.00). 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 : -7.74 vs. IVOSX (-18.16). VMVAX return over 5 years is better than : 58.36 vs. IVOSX (41.34).
| IVOSX | VMVAX | IVOSX / VMVAX | |
| Total Expense Ratio | 0.73 | 0.07 | 1,043% |
| Annual Report Gross Expense Ratio | 0.93 | 0.07 | 1,329% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -13.371 | -12.203 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 29.9B | 3% |
| Annual Yield % from dividends | 1.81 | 2.33 | 78% |
| Returns for 1 year | -18.16 | -7.74 | 235% |
| Returns for 3 years | -11.26 | -4.36 | 258% |
| Returns for 5 years | 41.34 | 58.36 | 71% |
| Returns for 10 years | 57.55 | 55.65 | 103% |
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