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IVOAX
Price
$20.50
Change
-$0.14 (-0.68%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
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IVOAX vs MVCAX

Header iconIVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAXBanner chart's image
Delaware Ivy Mid Cap Income Opps A
Price$20.50
Change-$0.14 (-0.68%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
IVOAX vs MVCAX Comparison Chart
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IVOAX vs. MVCAX commentary
Nov 18, 2024

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 IVOAX is a Buy and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. IVOAX (1.11B). IVOAX pays higher dividends than MVCAX: IVOAX (1.63) vs MVCAX (1.16). IVOAX was incepted earlier than MVCAX: IVOAX (10 years) vs MVCAX (23 years). IVOAX is a more actively managed with annual turnover of: 29.00 vs. MVCAX (19.00). IVOAX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. IVOAX (18.49). MVCAX return over 5 years is better than : 49.25 vs. IVOAX (44.45).
IVOAXMVCAXIVOAX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years23 years-
Gain YTD12.54517.80170%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.11B17.9B6%
Annual Yield % from dividends1.631.16140%
Returns for 1 year18.4926.8469%
Returns for 3 years4.338.5551%
Returns for 5 years44.4549.2590%
Returns for 10 years109.2078.64139%
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