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IVOYX vs MVCAX
IVOYX vs MVCAX Comparison
Open Charts IVOYX vs MVCAX
Macquarie Mid Cap Income Opps Y
Price$19.60
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets898.9M
IVOYX vs MVCAX Comparison Chart in %
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IVOYX vs. MVCAX commentary
Aug 20, 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 IVOYX is a StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IVOYX (899M). IVOYX pays higher dividends than MVCAX: IVOYX (1.39) vs MVCAX (0.86). IVOYX was incepted earlier than MVCAX: IVOYX (11 years) vs MVCAX (24 years). IVOYX (1.25) is less costly to investors than MVCAX (1.00). IVOYX (27.00) and MVCAX (27.00) have comparable annual turnover. IVOYX has a lower initial minimum investment than MVCAX: IVOYX (0) vs MVCAX (1000). IVOYX annual gain was more profitable for investors over the last year : 1.63 vs. MVCAX (-3.87). MVCAX return over 5 years is better than : 49.43 vs. IVOYX (46.88).
| IVOYX | MVCAX | IVOYX / MVCAX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 8.535 | 3.162 | 270% |
| 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 | 1.39 | 0.86 | 162% |
| Returns for 1 year | 1.63 | -3.87 | -42% |
| Returns for 3 years | 9.93 | 8.25 | 120% |
| Returns for 5 years | 46.88 | 49.43 | 95% |
| Returns for 10 years | 110.18 | 71.66 | 154% |
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