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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. IIVLX (663M). MVCAX pays higher dividends than IIVLX: MVCAX (1.09) 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 : 13.14 vs. IIVLX (9.70). MVCAX return over 5 years is better than : 20.74 vs. IIVLX (-14.67).
| 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 | 18.135 | 17.692 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 17.7B | 4% |
| Annual Yield % from dividends | 0.37 | 1.09 | 34% |
| Returns for 1 year | 9.70 | 13.14 | 74% |
| Returns for 3 years | 7.71 | 29.68 | 26% |
| Returns for 5 years | -14.67 | 20.74 | -71% |
| Returns for 10 years | -0.21 | 86.14 | -0% |
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