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IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
Macquarie Mid Cap Income Opps R6
Price$19.51
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets898.9M
IVOSX vs MVCAX Comparison Chart in %
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IVOSX vs. MVCAX commentary
Aug 18, 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 IVOSX is a StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IVOSX (899M). IVOSX pays higher dividends than MVCAX: IVOSX (1.72) vs MVCAX (0.86). IVOSX was incepted earlier than MVCAX: IVOSX (11 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than IVOSX (0.93). IVOSX (27.00) and MVCAX (27.00) have comparable annual turnover. IVOSX has a lower initial minimum investment than MVCAX: IVOSX (0) vs MVCAX (1000). IVOSX annual gain was more profitable for investors over the last year : 2.19 vs. MVCAX (-3.52). MVCAX (47.65) and IVOSX (47.53) have equivalent 5 years return.
| IVOSX | MVCAX | IVOSX / MVCAX | |
| Total Expense Ratio | 0.73 | 0.99 | 74% |
| Annual Report Gross Expense Ratio | 0.93 | 1.00 | 93% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 8.882 | 3.325 | 267% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 17.1B | 5% |
| Annual Yield % from dividends | 1.72 | 0.86 | 200% |
| Returns for 1 year | 2.19 | -3.52 | -62% |
| Returns for 3 years | 9.01 | 6.81 | 132% |
| Returns for 5 years | 47.53 | 47.65 | 100% |
| Returns for 10 years | 105.72 | 63.09 | 168% |
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