Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) Alternatives
Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IVOIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to IVOIX
IVOIX charges 0.83% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among IVOIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | IVOIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | IVOIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | IVOIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | IVOIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | IVOIX vs VMVIX |
Best Risk-Adjusted Alternatives to IVOIX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | IVOIX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | IVOIX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | IVOIX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | IVOIX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | IVOIX vs VVOAX |
Top Performing IVOIX Alternatives (YTD)
IVOIX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | IVOIX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | IVOIX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | IVOIX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | IVOIX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | IVOIX vs HWMIX |
Lowest Volatility Alternatives to IVOIX
IVOIX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | IVOIX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | IVOIX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | IVOIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | IVOIX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | IVOIX vs RSVAX |
Lowest Drawdown Alternatives to IVOIX
IVOIX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | IVOIX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | IVOIX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | IVOIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | IVOIX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | IVOIX vs CISMX |
Other Mutual Funds from Delaware Funds
Most popular Delaware Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | -9.94% | Jun 30, 2000 | IVOIX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 5 | -15.30% | Jun 30, 2000 | IVOIX vs WLGAX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 88 | 2.54% | Oct 4, 1993 | IVOIX vs FGINX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | IVOIX vs DEVLX | |
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 97 | 13.36% | Jun 9, 1996 | IVOIX vs DEMIX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 18 | -3.22% | Dec 29, 1998 | IVOIX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 27 | -11.98% | Aug 1, 2003 | IVOIX vs OILGX | |
| Delaware Value Fund | Large Cap Value Equities | 38 | 1.00% | Sep 14, 1998 | IVOIX vs DDVIX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 11 | -1.20% | Jan 10, 1984 | IVOIX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 8 | -0.87% | Sep 21, 1986 | IVOIX vs CXHYX |
Often Compared With IVOIX
What investors most often compare with IVOIX, based on PortfoliosLab usage data.
Compare IVOIX with Any Fund or Stock
Compare IVOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.