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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
Sep 13, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IIVLX (636M). MVCAX pays higher dividends than IIVLX: MVCAX (1.08) vs IIVLX (0.37). 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 : 5.51 vs. IIVLX (1.72). MVCAX return over 5 years is better than : 15.15 vs. IIVLX (-17.29).
| 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 | 13.731 | 12.903 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 16.8B | 4% |
| Annual Yield % from dividends | 0.37 | 1.08 | 34% |
| Returns for 1 year | 1.72 | 5.51 | 31% |
| Returns for 3 years | 3.74 | 23.61 | 16% |
| Returns for 5 years | -17.29 | 15.15 | -114% |
| Returns for 10 years | -0.92 | 83.46 | -1% |
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