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IMCVX vs MVCAX
IMCVX vs MVCAX Comparison
Open Charts IMCVX vs MVCAX
IMCVX vs MVCAX Comparison Chart in %
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IMCVX vs. MVCAX commentary
Jun 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 IMCVX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IMCVX (117M). MVCAX pays higher dividends than IMCVX: MVCAX (1.16) vs IMCVX (0.56). IMCVX was incepted earlier than MVCAX: IMCVX (15 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than IMCVX (0.78). IMCVX is a more actively managed with annual turnover of: 60.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than IMCVX: MVCAX (1000) vs IMCVX (250000). MVCAX annual gain was more profitable for investors over the last year : 11.29 vs. IMCVX (7.72). MVCAX return over 5 years is better than : 14.75 vs. IMCVX (-8.09).
| IMCVX | MVCAX | IMCVX / MVCAX | |
| Total Expense Ratio | 0.78 | 0.97 | 80% |
| Annual Report Gross Expense Ratio | 0.78 | 0.98 | 80% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 10.754 | 10.210 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 17.1B | 1% |
| Annual Yield % from dividends | 0.56 | 1.16 | 49% |
| Returns for 1 year | 7.72 | 11.29 | 68% |
| Returns for 3 years | 17.45 | 23.67 | 74% |
| Returns for 5 years | -8.09 | 14.75 | -55% |
| Returns for 10 years | 10.17 | 87.51 | 12% |
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