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 a closer substitute for your current allocation.
Cheapest Alternatives to IVOIX
IVOIX charges 0.83% annually. There are 39 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | IVOIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | IVOIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | IVOIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | IVOIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | IVOIX vs VMVIX |
Best Risk-Adjusted Alternatives to IVOIX
IVOIX has a PortfoliosLab risk / return rank of 17. There are 100 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 90 | — | Mar 2002 | IVOIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | IVOIX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | IVOIX vs NCBVX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | IVOIX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 85 | — | Nov 2001 | IVOIX vs SMVTX |
Top Performing IVOIX Alternatives (YTD)
IVOIX is at 10.25% YTD. There are 100 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.44% | — | Dec 1983 | IVOIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.40% | — | Jul 1995 | IVOIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.23% | — | Sep 1996 | IVOIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.06% | — | Aug 1986 | IVOIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.73% | — | Aug 2001 | IVOIX vs FVCSX |
Lowest Volatility Alternatives to IVOIX
IVOIX has 12.88% 1-year volatility. There are 23 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.53% | 36.60B | Sep 2011 | IVOIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.54% | — | Aug 2006 | IVOIX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.85% | 5.65B | Mar 2004 | IVOIX vs ACMVX | |
| Principal MidCap Value Fund I | 11.87% | — | Dec 2003 | IVOIX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.87% | — | Mar 2004 | IVOIX vs ACLAX |
Lowest Drawdown Alternatives to IVOIX
IVOIX has a 1-year max drawdown of -9.50%. There are 61 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | IVOIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | IVOIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | IVOIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | IVOIX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | IVOIX vs VMVAX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 95 | 105.52% | — | Jun 1996 | IVOIX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 19.62% | — | Oct 1993 | IVOIX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.23% | — | Jun 2000 | IVOIX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.21% | — | Jun 2000 | IVOIX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 51 | 19.50% | — | Jun 1987 | IVOIX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 48 | 18.35% | — | Dec 1998 | IVOIX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 24 | 6.83% | — | Aug 2003 | IVOIX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 64 | 2.84% | — | Jan 1984 | IVOIX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 33 | 7.88% | — | Sep 1998 | IVOIX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 49 | 2.75% | — | Sep 1986 | IVOIX vs CXHYX |
Often Compared With IVOIX
Investors most often compare IVOIX with JANIX, DHTAX, RPMMX. These 20 comparison targets span 14 categories, 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.
Pair IVOIX with funds that move differently
Delaware Ivy Mid Cap Income Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVOIX.
Explore IVOIX Diversifiers