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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
Jun 23, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. IVOAX (716M). IVOAX pays higher dividends than MVCAX: IVOAX (2.12) vs MVCAX (1.16). 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). IVOAX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (24.00). 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 : 11.29 vs. IVOAX (1.32). MVCAX return over 5 years is better than : 14.75 vs. IVOAX (5.27).
| 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 | 8.270 | 10.210 | 81% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 716M | 17B | 4% |
| Annual Yield % from dividends | 2.12 | 1.16 | 183% |
| Returns for 1 year | 1.32 | 11.29 | 12% |
| Returns for 3 years | 10.95 | 23.67 | 46% |
| Returns for 5 years | 5.27 | 14.75 | 36% |
| Returns for 10 years | 84.57 | 87.51 | 97% |
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