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IVOAX vs MVCAX
IVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAX
Macquarie Mid Cap Income Opps A
Price$19.96
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets906.22M
IVOAX vs MVCAX Comparison Chart in %
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IVOAX vs. MVCAX commentary
Sep 09, 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 IVOAX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IVOAX (906M). IVOAX pays higher dividends than MVCAX: IVOAX (1.35) vs MVCAX (0.84). IVOAX was incepted earlier than MVCAX: IVOAX (11 years) vs MVCAX (24 years). IVOAX (1.25) is less costly to investors than MVCAX (1.00). IVOAX (27.00) and MVCAX (27.00) have comparable annual turnover. IVOAX (6%) and MVCAX (6%) have equivalent initial investment costs. IVOAX (1000) and MVCAX (1000) have matching initial minimum investment requirements. IVOAX annual gain was more profitable for investors over the last year : 2.66 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. IVOAX (46.71).
| IVOAX | MVCAX | IVOAX / 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 | 11.319 | 5.508 | 205% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 17.3B | 5% |
| Annual Yield % from dividends | 1.35 | 0.84 | 162% |
| Returns for 1 year | 2.66 | -2.57 | -104% |
| Returns for 3 years | 22.02 | 18.36 | 120% |
| Returns for 5 years | 46.71 | 52.00 | 90% |
| Returns for 10 years | 113.87 | 75.57 | 151% |
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