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IVOSX vs VMVAX
IVOSX vs VMVAX Comparison
Open Charts IVOSX vs VMVAX
Macquarie Mid Cap Income Opps R6
Price$18.63
Change-$0.20 (-1.06%)
VolumeN/A
Net Assets1.05B
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
IVOSX vs VMVAX Comparison Chart
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IVOSX vs. VMVAX commentary
Feb 23, 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: 30.9B vs. IVOSX (1.05B). 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 : 12.44 vs. IVOSX (1.46). VMVAX return over 5 years is better than : 38.46 vs. IVOSX (28.66).
| 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 | 2.928 | 1.921 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 30.9B | 3% |
| Annual Yield % from dividends | 1.93 | 2.14 | 90% |
| Returns for 1 year | 1.46 | 12.44 | 12% |
| Returns for 3 years | 6.31 | 15.34 | 41% |
| Returns for 5 years | 28.66 | 38.46 | 75% |
| Returns for 10 years | 87.03 | 81.26 | 107% |
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