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IVOYX vs MVCAX
IVOYX vs MVCAX Comparison
Open Charts IVOYX vs MVCAX
Macquarie Mid Cap Income Opps Y
Price$20.10
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets906.07M
IVOYX vs MVCAX Comparison Chart in %
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IVOYX vs. MVCAX commentary
Sep 07, 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 IVOYX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IVOYX (906M). IVOYX pays higher dividends than MVCAX: IVOYX (1.35) vs MVCAX (0.84). IVOYX was incepted earlier than MVCAX: IVOYX (11 years) vs MVCAX (24 years). IVOYX (1.25) is less costly to investors than MVCAX (1.00). IVOYX (27.00) and MVCAX (27.00) have comparable annual turnover. IVOYX has a lower initial minimum investment than MVCAX: IVOYX (0) vs MVCAX (1000). IVOYX annual gain was more profitable for investors over the last year : 2.70 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. IVOYX (46.81).
| IVOYX | MVCAX | IVOYX / MVCAX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 11.303 | 5.508 | 205% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 17.3B | 5% |
| Annual Yield % from dividends | 1.35 | 0.84 | 161% |
| Returns for 1 year | 2.70 | -2.57 | -105% |
| Returns for 3 years | 22.10 | 18.36 | 120% |
| Returns for 5 years | 46.81 | 52.00 | 90% |
| Returns for 10 years | 114.08 | 75.57 | 151% |
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