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IVOAX vs MVCAX
IVOAX vs MVCAX Comparison
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IVOAX vs MVCAX Comparison Chart in %
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IVOAX 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 IVOAX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IVOAX (720M). IVOAX pays higher dividends than MVCAX: IVOAX (2.38) vs MVCAX (1.11). IVOAX was incepted earlier than MVCAX: IVOAX (12 years) vs MVCAX (25 years). IVOAX (1.27) is less costly to investors than MVCAX (0.98). MVCAX is a more actively managed with annual turnover of: 24.00 vs. IVOAX (22.00). IVOAX (6%) and MVCAX (6%) have equivalent initial investment costs. IVOAX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 9.45 vs. IVOAX (-1.37). MVCAX return over 5 years is better than : 17.60 vs. IVOAX (5.24).
| IVOAX | MVCAX | IVOAX / MVCAX | |
| Total Expense Ratio | 1.08 | 0.97 | 111% |
| Annual Report Gross Expense Ratio | 1.27 | 0.98 | 130% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 10.076 | 13.136 | 77% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 17.2B | 4% |
| Annual Yield % from dividends | 2.38 | 1.11 | 214% |
| Returns for 1 year | -1.37 | 9.45 | -15% |
| Returns for 3 years | 8.02 | 20.06 | 40% |
| Returns for 5 years | 5.24 | 17.60 | 30% |
| Returns for 10 years | 77.22 | 82.57 | 94% |
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