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IVOYX vs MVCAX
IVOYX vs MVCAX Comparison
Open Charts IVOYX vs MVCAX
Macquarie Mid Cap Income Opps Y
Price$19.68
Change-$0.16 (-0.81%)
VolumeN/A
Net Assets910.19M
IVOYX vs MVCAX Comparison Chart in %
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IVOYX vs. MVCAX commentary
Aug 15, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. IVOYX (910M). IVOYX pays higher dividends than MVCAX: IVOYX (1.39) vs MVCAX (0.86). 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 : 4.42 vs. MVCAX (-1.45). MVCAX (48.59) and IVOYX (46.72) have equivalent 5 years return.
| 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 | 9.864 | 3.977 | 248% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 17.4B | 5% |
| Annual Yield % from dividends | 1.39 | 0.86 | 162% |
| Returns for 1 year | 4.42 | -1.45 | -305% |
| Returns for 3 years | 10.21 | 7.99 | 128% |
| Returns for 5 years | 46.72 | 48.59 | 96% |
| Returns for 10 years | 101.76 | 63.72 | 160% |
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