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IVOAX vs VMVIX
IVOAX vs VMVIX Comparison
Open Charts IVOAX vs VMVIX
Macquarie Mid Cap Income Opps A
Price$19.29
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets811.96M
Vanguard Mid-Cap Value Index Investor
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets31.8B
IVOAX vs VMVIX Comparison Chart in %
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IVOAX vs. VMVIX commentary
Nov 14, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. IVOAX (812M). VMVIX pays higher dividends than IVOAX: VMVIX (2.08) vs IVOAX (1.38). IVOAX was incepted earlier than VMVIX: IVOAX (11 years) vs VMVIX (19 years). IVOAX (1.27) 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 : 2.82 vs. IVOAX (-5.52). VMVIX return over 5 years is better than : 56.50 vs. IVOAX (33.54).
| IVOAX | VMVIX | IVOAX / VMVIX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.27 | 0.19 | 668% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 8.774 | 8.851 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 31.8B | 3% |
| Annual Yield % from dividends | 1.38 | 2.08 | 66% |
| Returns for 1 year | -5.52 | 2.82 | -196% |
| Returns for 3 years | 14.14 | 26.77 | 53% |
| Returns for 5 years | 33.54 | 56.50 | 59% |
| Returns for 10 years | 109.38 | 108.40 | 101% |
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