IASAX
Price
$10.39
Change
+$0.03 (+0.29%)
Updated
Jul 16 closing price
Net Assets
281.11M
MVCAX
Price
$31.01
Change
+$0.12 (+0.39%)
Updated
Jul 16 closing price
Net Assets
16.82B
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IASAX vs MVCAX

Header iconIASAX vs MVCAX Comparison
Open Charts IASAX vs MVCAXBanner chart's image
VY® American Century Sm-Mid Cp Val A
Price$10.39
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets281.11M
MFS Mid Cap Value A
Price$31.01
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets16.82B
IASAX vs MVCAX Comparison Chart in %
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IASAX vs. MVCAX commentary
Jul 17, 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 IASAX is a Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IASAX (281M). IASAX pays higher dividends than MVCAX: IASAX (1.35) vs MVCAX (0.87). IASAX was incepted earlier than MVCAX: IASAX (23 years) vs MVCAX (24 years). IASAX (1.63) is less costly to investors than MVCAX (1.00). IASAX is a more actively managed with annual turnover of: 51.00 vs. MVCAX (27.00). IASAX has a lower initial minimum investment than MVCAX: IASAX (0) vs MVCAX (1000). IASAX annual gain was more profitable for investors over the last year : -1.49 vs. MVCAX (-6.18). MVCAX return over 5 years is better than : 50.84 vs. IASAX (18.33).
IASAXMVCAXIASAX / MVCAX
Total Expense Ratio1.350.99136%
Annual Report Gross Expense Ratio1.631.00163%
Fund Existence23 years24 years-
Gain YTD0.5830.68485%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets281M16.8B2%
Annual Yield % from dividends1.350.87155%
Returns for 1 year-1.49-6.1824%
Returns for 3 years-15.3317.27-89%
Returns for 5 years18.3350.8436%
Returns for 10 years-17.5360.15-29%
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