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IVOYX vs VMVAX
IVOYX vs VMVAX Comparison
Open Charts IVOYX vs VMVAX
Macquarie Mid Cap Income Opps Y
Price$19.38
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets914.41M
Vanguard Mid-Cap Value Index Admiral
Price$86.44
Change+$0.23 (+0.27%)
VolumeN/A
Net Assets30.57B
IVOYX vs VMVAX Comparison Chart in %
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IVOYX vs. VMVAX commentary
Jul 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. IVOYX (914M). VMVAX pays higher dividends than IVOYX: VMVAX (2.26) vs IVOYX (1.42). IVOYX was incepted earlier than VMVAX: IVOYX (11 years) vs VMVAX (14 years). IVOYX (1.25) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. IVOYX (17.00). IVOYX has a lower initial minimum investment than VMVAX: IVOYX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 11.57 vs. IVOYX (4.55). VMVAX return over 5 years is better than : 76.15 vs. IVOYX (53.62).
| IVOYX | VMVAX | IVOYX / VMVAX | |
| Total Expense Ratio | 1.08 | 0.07 | 1,543% |
| Annual Report Gross Expense Ratio | 1.25 | 0.07 | 1,786% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 6.984 | 2.964 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 30.6B | 3% |
| Annual Yield % from dividends | 1.42 | 2.26 | 63% |
| Returns for 1 year | 4.55 | 11.57 | 39% |
| Returns for 3 years | 19.30 | 27.86 | 69% |
| Returns for 5 years | 53.62 | 76.15 | 70% |
| Returns for 10 years | 96.29 | 86.97 | 111% |
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