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IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
Macquarie Mid Cap Income Opps R6
Price$19.31
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets811.96M
IVOSX vs MVCAX Comparison Chart in %
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IVOSX 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 IVOSX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. IVOSX (812M). IVOSX pays higher dividends than MVCAX: IVOSX (1.69) vs MVCAX (0.85). IVOSX was incepted earlier than MVCAX: IVOSX (11 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than IVOSX (0.92). 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 : -5.19 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 38.31 vs. IVOSX (35.87).
| IVOSX | MVCAX | IVOSX / MVCAX | |
| Total Expense Ratio | 0.73 | 0.99 | 74% |
| Annual Report Gross Expense Ratio | 0.92 | 1.00 | 92% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 9.099 | 5.117 | 178% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 17B | 5% |
| Annual Yield % from dividends | 1.69 | 0.85 | 198% |
| Returns for 1 year | -5.19 | -9.14 | 57% |
| Returns for 3 years | 15.22 | 12.45 | 122% |
| Returns for 5 years | 35.87 | 38.31 | 94% |
| Returns for 10 years | 115.30 | 76.71 | 150% |
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