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IIVAX vs MVCAX
IIVAX vs MVCAX Comparison
Open Charts IIVAX vs MVCAX
IIVAX vs MVCAX Comparison Chart in %
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IIVAX vs. MVCAX commentary
Jun 28, 2026
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 IIVAX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IIVAX (648M). MVCAX pays higher dividends than IIVAX: MVCAX (1.16) vs IIVAX (0.94). IIVAX was incepted earlier than MVCAX: IIVAX (25 years) vs MVCAX (25 years). IIVAX (1.20) is less costly to investors than MVCAX (0.98). IIVAX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (24.00). MVCAX (6%) and IIVAX (6%) have equivalent initial investment costs. IIVAX (1000) and MVCAX (1000) have matching initial minimum investment requirements. IIVAX annual gain was more profitable for investors over the last year : 12.85 vs. MVCAX (11.66). MVCAX return over 5 years is better than : 15.51 vs. IIVAX (-7.64).
| IIVAX | MVCAX | IIVAX / MVCAX | |
| Total Expense Ratio | 1.20 | 0.97 | 124% |
| Annual Report Gross Expense Ratio | 1.20 | 0.98 | 122% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 13.222 | 12.704 | 104% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 17.3B | 4% |
| Annual Yield % from dividends | 0.94 | 1.16 | 81% |
| Returns for 1 year | 12.85 | 11.66 | 110% |
| Returns for 3 years | 15.52 | 23.48 | 66% |
| Returns for 5 years | -7.64 | 15.51 | -49% |
| Returns for 10 years | 30.18 | 93.47 | 32% |
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