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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
Jul 14, 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 Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IMCVX (119M). MVCAX pays higher dividends than IMCVX: MVCAX (1.11) vs IMCVX (0.54). 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 : 9.45 vs. IMCVX (5.78). MVCAX return over 5 years is better than : 17.60 vs. IMCVX (-6.48).
| 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 | 13.193 | 13.136 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 17.2B | 1% |
| Annual Yield % from dividends | 0.54 | 1.11 | 49% |
| Returns for 1 year | 5.78 | 9.45 | 61% |
| Returns for 3 years | 14.15 | 20.06 | 71% |
| Returns for 5 years | -6.48 | 17.60 | -37% |
| Returns for 10 years | 6.31 | 82.57 | 8% |
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