FGINX vs. IVOIX
Compare and contrast key facts about Delaware Growth and Income Fund (FGINX) and Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX).
FGINX is managed by Delaware Funds. It was launched on Oct 4, 1993. IVOIX is managed by Delaware Funds. It was launched on Oct 1, 2014.
Performance
FGINX vs. IVOIX - Performance Comparison
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FGINX vs. IVOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGINX Delaware Growth and Income Fund | 4.63% | 29.78% | 15.13% | 11.98% | 3.03% | 21.37% | -0.08% | 25.64% | -10.27% | 18.08% |
IVOIX Delaware Ivy Mid Cap Income Opportunities Fund | 0.24% | 8.91% | 9.08% | 17.95% | -14.67% | 25.76% | 8.17% | 26.84% | -4.27% | 12.28% |
Returns By Period
In the year-to-date period, FGINX achieves a 4.63% return, which is significantly higher than IVOIX's 0.24% return. Over the past 10 years, FGINX has outperformed IVOIX with an annualized return of 12.18%, while IVOIX has yielded a comparatively lower 9.80% annualized return.
FGINX
- 1D
- 2.03%
- 1M
- -4.23%
- YTD
- 4.63%
- 6M
- 13.55%
- 1Y
- 29.67%
- 3Y*
- 21.87%
- 5Y*
- 14.90%
- 10Y*
- 12.18%
IVOIX
- 1D
- 1.68%
- 1M
- -7.38%
- YTD
- 0.24%
- 6M
- -2.69%
- 1Y
- 9.51%
- 3Y*
- 10.22%
- 5Y*
- 6.06%
- 10Y*
- 9.80%
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FGINX vs. IVOIX - Expense Ratio Comparison
FGINX has a 1.02% expense ratio, which is higher than IVOIX's 0.83% expense ratio.
Return for Risk
FGINX vs. IVOIX — Risk / Return Rank
FGINX
IVOIX
FGINX vs. IVOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Growth and Income Fund (FGINX) and Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FGINX | IVOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 0.56 | +1.28 |
Sortino ratioReturn per unit of downside risk | 2.47 | 0.92 | +1.55 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.13 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.55 | 0.67 | +1.88 |
Martin ratioReturn relative to average drawdown | 10.90 | 2.62 | +8.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FGINX | IVOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 0.56 | +1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 0.35 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.52 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.49 | +0.05 |
Correlation
The correlation between FGINX and IVOIX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FGINX vs. IVOIX - Dividend Comparison
FGINX's dividend yield for the trailing twelve months is around 10.86%, less than IVOIX's 15.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGINX Delaware Growth and Income Fund | 10.86% | 11.28% | 12.40% | 7.11% | 7.04% | 11.97% | 6.59% | 51.75% | 25.36% | 5.13% | 4.12% | 5.66% |
IVOIX Delaware Ivy Mid Cap Income Opportunities Fund | 15.69% | 15.79% | 11.69% | 5.43% | 4.44% | 3.50% | 1.75% | 2.05% | 4.31% | 1.42% | 1.10% | 2.10% |
Drawdowns
FGINX vs. IVOIX - Drawdown Comparison
The maximum FGINX drawdown since its inception was -54.80%, which is greater than IVOIX's maximum drawdown of -41.17%. Use the drawdown chart below to compare losses from any high point for FGINX and IVOIX.
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Drawdown Indicators
| FGINX | IVOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.80% | -41.17% | -13.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.56% | -13.95% | +2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -21.87% | +5.66% |
Max Drawdown (10Y)Largest decline over 10 years | -37.37% | -41.17% | +3.80% |
Current DrawdownCurrent decline from peak | -5.46% | -7.98% | +2.52% |
Average DrawdownAverage peak-to-trough decline | -9.74% | -4.99% | -4.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 3.56% | -0.86% |
Volatility
FGINX vs. IVOIX - Volatility Comparison
The current volatility for Delaware Growth and Income Fund (FGINX) is 4.24%, while Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) has a volatility of 5.06%. This indicates that FGINX experiences smaller price fluctuations and is considered to be less risky than IVOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGINX | IVOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.06% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.01% | 9.69% | -0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 18.18% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.88% | 17.41% | -2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 19.01% | -1.97% |