IVOSX
Price
$19.36
Change
+$0.05 (+0.26%)
Updated
Jul 3 closing price
Net Assets
923.32M
VMVAX
Price
$86.72
Change
+$0.20 (+0.23%)
Updated
Jul 3 closing price
Net Assets
29.95B
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IVOSX vs VMVAX

Header iconIVOSX vs VMVAX Comparison
Open Charts IVOSX vs VMVAXBanner chart's image
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.

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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).
IVOSXVMVAXIVOSX / VMVAX
Total Expense Ratio0.730.071,043%
Annual Report Gross Expense Ratio0.930.071,329%
Fund Existence11 years14 years-
Gain YTD8.0453.573225%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets923M29.9B3%
Annual Yield % from dividends1.752.2677%
Returns for 1 year4.8612.1440%
Returns for 3 years23.2728.5282%
Returns for 5 years56.4577.0873%
Returns for 10 years103.9588.11118%
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