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IVOYX vs MVCAX
IVOYX vs MVCAX Comparison
Open Charts IVOYX vs MVCAX
Macquarie Mid Cap Income Opps Y
Price$17.00
Change+$1.31 (+8.35%)
VolumeN/A
Net Assets805.29M
IVOYX vs MVCAX Comparison Chart
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IVOYX vs. MVCAX commentary
Apr 11, 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: 14.6B vs. IVOYX (805M). IVOYX pays higher dividends than MVCAX: IVOYX (1.44) vs MVCAX (0.90). 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). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IVOYX (17.00). IVOYX has a lower initial minimum investment than MVCAX: IVOYX (0) vs MVCAX (1000). MVCAX (-17.72) and IVOYX (-18.41) have marching annual gain over last year. MVCAX return over 5 years is better than : 43.61 vs. IVOYX (38.97).
| 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 | -13.474 | -14.733 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 14.6B | 6% |
| Annual Yield % from dividends | 1.44 | 0.90 | 160% |
| Returns for 1 year | -18.41 | -17.72 | 104% |
| Returns for 3 years | -12.08 | -12.26 | 99% |
| Returns for 5 years | 38.97 | 43.61 | 89% |
| Returns for 10 years | 53.52 | 33.68 | 159% |
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