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IVOSX vs VMVAX
IVOSX vs VMVAX Comparison
Open Charts IVOSX vs VMVAX
Macquarie Mid Cap Income Opps R6
Price$19.79
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets930.38M
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change+$0.58 (+0.66%)
VolumeN/A
Net Assets30.57B
IVOSX vs VMVAX Comparison Chart in %
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IVOSX vs. VMVAX commentary
Jul 27, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. IVOSX (930M). VMVAX pays higher dividends than IVOSX: VMVAX (2.26) vs IVOSX (1.75). 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). IVOSX is a more actively managed with annual turnover of: 27.00 vs. VMVAX (19.00). 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 : 9.76 vs. IVOSX (4.04). VMVAX return over 5 years is better than : 71.82 vs. IVOSX (55.56).
| 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 | 10.445 | 5.532 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 30.6B | 3% |
| Annual Yield % from dividends | 1.75 | 2.26 | 77% |
| Returns for 1 year | 4.04 | 9.76 | 41% |
| Returns for 3 years | 21.28 | 28.18 | 76% |
| Returns for 5 years | 55.56 | 71.82 | 77% |
| Returns for 10 years | 110.04 | 93.07 | 118% |
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