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IVOSX vs VMVAX
IVOSX vs VMVAX Comparison
Open Charts IVOSX vs VMVAX
Macquarie Mid Cap Income Opps R6
Price$19.36
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets923.32M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
IVOSX vs VMVAX Comparison Chart in %
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IVOSX vs. VMVAX commentary
Jul 07, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. IVOSX (923M). VMVAX pays higher dividends than IVOSX: VMVAX (2.26) vs IVOSX (1.75). IVOSX was incepted earlier than VMVAX: IVOSX (11 years) vs VMVAX (14 years). IVOSX (0.93) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. IVOSX (17.00). IVOSX has a lower initial minimum investment than VMVAX: IVOSX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 12.14 vs. IVOSX (4.86). VMVAX return over 5 years is better than : 77.08 vs. IVOSX (56.45).
| IVOSX | VMVAX | IVOSX / VMVAX | |
| Total Expense Ratio | 0.73 | 0.07 | 1,043% |
| Annual Report Gross Expense Ratio | 0.93 | 0.07 | 1,329% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 8.045 | 3.573 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 29.9B | 3% |
| Annual Yield % from dividends | 1.75 | 2.26 | 77% |
| Returns for 1 year | 4.86 | 12.14 | 40% |
| Returns for 3 years | 23.27 | 28.52 | 82% |
| Returns for 5 years | 56.45 | 77.08 | 73% |
| Returns for 10 years | 103.95 | 88.11 | 118% |
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