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IVOSX vs VMVAX
IVOSX vs VMVAX Comparison
Open Charts IVOSX vs VMVAX
Macquarie Mid Cap Income Opps R6
Price$18.04
Change-$0.39 (-2.12%)
VolumeN/A
Net Assets932.31M
Vanguard Mid-Cap Value Index Admiral
Price$83.09
Change-$1.71 (-2.02%)
VolumeN/A
Net Assets29.07B
IVOSX vs VMVAX Comparison Chart
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IVOSX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. IVOSX (932M). VMVAX pays higher dividends than IVOSX: VMVAX (2.40) vs IVOSX (1.86). 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: 19.00 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 : 5.62 vs. IVOSX (-3.86). VMVAX return over 5 years is better than : 81.66 vs. IVOSX (55.16).
| 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 | 2.344 | 1.267 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 29.1B | 3% |
| Annual Yield % from dividends | 1.86 | 2.40 | 78% |
| Returns for 1 year | -3.86 | 5.62 | -69% |
| Returns for 3 years | 13.22 | 19.89 | 66% |
| Returns for 5 years | 55.16 | 81.66 | 68% |
| Returns for 10 years | 88.31 | 78.27 | 113% |
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