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IVOSX vs VMVIX
IVOSX vs VMVIX Comparison
Open Charts IVOSX vs VMVIX
Macquarie Mid Cap Income Opps R6
Price$19.74
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets893.48M
Vanguard Mid-Cap Value Index Investor
Price$68.67
Change+$0.86 (+1.27%)
VolumeN/A
Net Assets32.03B
IVOSX vs VMVIX Comparison Chart in %
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IVOSX vs. VMVIX commentary
Sep 29, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. IVOSX (893M). VMVIX pays higher dividends than IVOSX: VMVIX (2.04) vs IVOSX (1.66). IVOSX was incepted earlier than VMVIX: IVOSX (11 years) vs VMVIX (19 years). IVOSX (0.93) is less costly to investors than VMVIX (0.19). IVOSX is a more actively managed with annual turnover of: 27.00 vs. VMVIX (19.00). IVOSX has a lower initial minimum investment than VMVIX: IVOSX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 4.80 vs. IVOSX (-1.82). VMVIX return over 5 years is better than : 77.11 vs. IVOSX (56.32).
| IVOSX | VMVIX | IVOSX / VMVIX | |
| Total Expense Ratio | 0.73 | 0.19 | 384% |
| Annual Report Gross Expense Ratio | 0.93 | 0.19 | 489% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 10.612 | 7.895 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 32B | 3% |
| Annual Yield % from dividends | 1.66 | 2.04 | 82% |
| Returns for 1 year | -1.82 | 4.80 | -38% |
| Returns for 3 years | 32.07 | 43.13 | 74% |
| Returns for 5 years | 56.32 | 77.11 | 73% |
| Returns for 10 years | 129.85 | 117.70 | 110% |
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