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IVOIX vs MVCAX
IVOIX vs MVCAX Comparison
Open Charts IVOIX vs MVCAX
Macquarie Mid Cap Income Opps I
Price$19.31
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets811.96M
IVOIX vs MVCAX Comparison Chart in %
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IVOIX vs. MVCAX 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 IVOIX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IVOIX (812M). IVOIX pays higher dividends than MVCAX: IVOIX (1.58) vs MVCAX (0.85). IVOIX was incepted earlier than MVCAX: IVOIX (11 years) vs MVCAX (24 years). IVOIX (1.02) and MVCAX (1.00) have similar cost to investors . IVOIX (27.00) and MVCAX (27.00) have comparable annual turnover. IVOIX has a lower initial minimum investment than MVCAX: IVOIX (0) vs MVCAX (1000). IVOIX annual gain was more profitable for investors over the last year : -5.31 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 38.31 vs. IVOIX (35.52).
| IVOIX | MVCAX | IVOIX / MVCAX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 1.02 | 1.00 | 102% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 8.995 | 5.117 | 176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 16.8B | 5% |
| Annual Yield % from dividends | 1.58 | 0.85 | 185% |
| Returns for 1 year | -5.31 | -9.14 | 58% |
| Returns for 3 years | 14.97 | 12.45 | 120% |
| Returns for 5 years | 35.52 | 38.31 | 93% |
| Returns for 10 years | 114.65 | 76.71 | 149% |
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