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IVOSX vs VMVIX
IVOSX vs VMVIX Comparison
Open Charts IVOSX vs VMVIX
Macquarie Mid Cap Income Opps R6
Price$19.46
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets864.84M
Vanguard Mid-Cap Value Index Investor
Price$68.34
Change+$0.69 (+1.02%)
VolumeN/A
Net Assets32.47B
IVOSX vs VMVIX Comparison Chart in %
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IVOSX vs. VMVIX commentary
Oct 21, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. IVOSX (865M). VMVIX pays higher dividends than IVOSX: VMVIX (2.05) vs IVOSX (1.64). IVOSX was incepted earlier than VMVIX: IVOSX (11 years) vs VMVIX (19 years). IVOSX (0.92) is less costly to investors than VMVIX (0.19). IVOSX is a more actively managed with annual turnover of: 27.00 vs. VMVIX (19.00). IVOSX has a lower initial minimum investment than VMVIX: IVOSX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 1.18 vs. IVOSX (-4.24). VMVIX return over 5 years is better than : 63.00 vs. IVOSX (43.69).
| IVOSX | VMVIX | IVOSX / VMVIX | |
| Total Expense Ratio | 0.73 | 0.19 | 384% |
| Annual Report Gross Expense Ratio | 0.92 | 0.19 | 484% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 9.043 | 6.321 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 32.5B | 3% |
| Annual Yield % from dividends | 1.64 | 2.05 | 80% |
| Returns for 1 year | -4.24 | 1.18 | -360% |
| Returns for 3 years | 27.54 | 36.03 | 76% |
| Returns for 5 years | 43.69 | 63.00 | 69% |
| Returns for 10 years | 108.73 | 99.26 | 110% |
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