IVOAX
Price
$18.61
Change
-$0.19 (-1.01%)
Updated
Feb 21 closing price
Net Assets
1.05B
MVCAX
Price
$30.80
Change
-$0.45 (-1.44%)
Updated
Feb 21 closing price
Net Assets
17.42B
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IVOAX vs MVCAX

Header iconIVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAXBanner chart's image
Macquarie Mid Cap Income Opps A
Price$18.61
Change-$0.19 (-1.01%)
VolumeN/A
Net Assets1.05B
MFS Mid Cap Value A
Price$30.80
Change-$0.45 (-1.44%)
VolumeN/A
Net Assets17.42B
IVOAX vs MVCAX Comparison Chart
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IVOAX vs. MVCAX commentary
Feb 23, 2025

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 Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. IVOAX (1.05B). IVOAX pays higher dividends than MVCAX: IVOAX (1.63) vs MVCAX (1.16). IVOAX was incepted earlier than MVCAX: IVOAX (10 years) vs MVCAX (24 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 : 1.20 vs. IVOAX (1.10). MVCAX return over 5 years is better than : 28.23 vs. IVOAX (26.41).
IVOAXMVCAXIVOAX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years24 years-
Gain YTD2.8750.391735%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.05B17.4B6%
Annual Yield % from dividends1.631.16140%
Returns for 1 year1.101.2092%
Returns for 3 years5.303.99133%
Returns for 5 years26.4128.2394%
Returns for 10 years82.3260.23137%
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