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IVOYX vs MVCAX
IVOYX vs MVCAX Comparison
Open Charts IVOYX vs MVCAX
Macquarie Mid Cap Income Opps Y
Price$19.42
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets811.96M
IVOYX vs MVCAX Comparison Chart in %
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IVOYX 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 IVOYX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IVOYX (812M). IVOYX pays higher dividends than MVCAX: IVOYX (1.37) vs MVCAX (0.85). IVOYX was incepted earlier than MVCAX: IVOYX (11 years) vs MVCAX (24 years). IVOYX (1.27) 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 : -6.17 vs. MVCAX (-10.09). MVCAX return over 5 years is better than : 36.60 vs. IVOYX (32.47).
| IVOYX | MVCAX | IVOYX / MVCAX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.27 | 1.00 | 127% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 7.886 | 3.814 | 207% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 16.8B | 5% |
| Annual Yield % from dividends | 1.37 | 0.85 | 161% |
| Returns for 1 year | -6.17 | -10.09 | 61% |
| Returns for 3 years | 14.69 | 12.47 | 118% |
| Returns for 5 years | 32.47 | 36.60 | 89% |
| Returns for 10 years | 105.13 | 72.05 | 146% |
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