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IVOYX vs MVCAX
IVOYX vs MVCAX Comparison
Open Charts IVOYX vs MVCAX
Macquarie Mid Cap Income Opps Y
Price$18.89
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets1.07B
IVOYX vs MVCAX Comparison Chart
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IVOYX vs. MVCAX commentary
Jan 31, 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: 17.6B vs. IVOYX (1.07B). IVOYX pays higher dividends than MVCAX: IVOYX (1.64) vs MVCAX (1.16). IVOYX was incepted earlier than MVCAX: IVOYX (10 years) vs MVCAX (23 years). IVOYX is a more actively managed with annual turnover of: 29.00 vs. MVCAX (19.00). IVOYX has a lower initial minimum investment than MVCAX: IVOYX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 9.88 vs. IVOYX (4.97). MVCAX return over 5 years is better than : 37.75 vs. IVOYX (31.16).
| IVOYX | MVCAX | IVOYX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.734 | 4.172 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 17.6B | 6% |
| Annual Yield % from dividends | 1.64 | 1.16 | 142% |
| Returns for 1 year | 4.97 | 9.88 | 50% |
| Returns for 3 years | 3.75 | 6.84 | 55% |
| Returns for 5 years | 31.16 | 37.75 | 83% |
| Returns for 10 years | 92.10 | 74.85 | 123% |
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