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IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
IIVLX vs MVCAX Comparison Chart in %
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IIVLX vs. MVCAX commentary
Jul 24, 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 IIVLX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IIVLX (644M). MVCAX pays higher dividends than IIVLX: MVCAX (1.11) vs IIVLX (0.38). IIVLX was incepted earlier than MVCAX: IIVLX (24 years) vs MVCAX (25 years). IIVLX (1.95) is less costly to investors than MVCAX (0.98). IIVLX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (24.00). IIVLX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 8.77 vs. IIVLX (6.04). MVCAX return over 5 years is better than : 17.80 vs. IIVLX (-17.03).
| IIVLX | MVCAX | IIVLX / MVCAX | |
| Total Expense Ratio | 1.95 | 0.97 | 201% |
| Annual Report Gross Expense Ratio | 1.95 | 0.98 | 199% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 13.368 | 13.103 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 644M | 17.3B | 4% |
| Annual Yield % from dividends | 0.38 | 1.11 | 34% |
| Returns for 1 year | 6.04 | 8.77 | 69% |
| Returns for 3 years | 0.54 | 18.09 | 3% |
| Returns for 5 years | -17.03 | 17.80 | -96% |
| Returns for 10 years | -2.33 | 81.17 | -3% |
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