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IVOAX vs MVCAX
IVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAX
Macquarie Mid Cap Income Opps A
Price$19.36
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets864.84M
IVOAX vs MVCAX Comparison Chart in %
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IVOAX vs. MVCAX commentary
Oct 19, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IVOAX (865M). IVOAX pays higher dividends than MVCAX: IVOAX (1.34) vs MVCAX (0.84). IVOAX was incepted earlier than MVCAX: IVOAX (11 years) vs MVCAX (24 years). IVOAX (1.27) 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 : -4.86 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. IVOAX (38.96).
| IVOAX | MVCAX | IVOAX / MVCAX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.27 | 1.00 | 127% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 8.271 | 3.585 | 231% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 16.9B | 5% |
| Annual Yield % from dividends | 1.34 | 0.84 | 160% |
| Returns for 1 year | -4.86 | -9.14 | 53% |
| Returns for 3 years | 24.32 | 20.07 | 121% |
| Returns for 5 years | 38.96 | 44.40 | 88% |
| Returns for 10 years | 102.91 | 70.98 | 145% |
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