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IVOAX vs VMVIX
IVOAX vs VMVIX Comparison
Open Charts IVOAX vs VMVIX
Macquarie Mid Cap Income Opps A
Price$19.96
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets906.22M
Vanguard Mid-Cap Value Index Investor
Price$67.85
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets32.03B
IVOAX vs VMVIX Comparison Chart in %
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IVOAX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. IVOAX (906M). VMVIX pays higher dividends than IVOAX: VMVIX (2.04) vs IVOAX (1.35). IVOAX was incepted earlier than VMVIX: IVOAX (11 years) vs VMVIX (19 years). IVOAX (1.25) is less costly to investors than VMVIX (0.19). IVOAX is a more actively managed with annual turnover of: 27.00 vs. VMVIX (19.00). IVOAX has a lower initial minimum investment than VMVIX: IVOAX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.20 vs. IVOAX (2.66). VMVIX return over 5 years is better than : 67.63 vs. IVOAX (46.71).
| IVOAX | VMVIX | IVOAX / VMVIX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.25 | 0.19 | 658% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 11.319 | 6.858 | 165% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 32B | 3% |
| Annual Yield % from dividends | 1.35 | 2.04 | 67% |
| Returns for 1 year | 2.66 | 7.20 | 37% |
| Returns for 3 years | 22.02 | 29.22 | 75% |
| Returns for 5 years | 46.71 | 67.63 | 69% |
| Returns for 10 years | 113.87 | 101.86 | 112% |
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