IVOCX
Price
$18.54
Change
-$0.20 (-1.07%)
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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IVOCX vs MVCAX

Header iconIVOCX vs MVCAX Comparison
Open Charts IVOCX vs MVCAXBanner chart's image
Macquarie Mid Cap Income Opps C
Price$18.54
Change-$0.20 (-1.07%)
VolumeN/A
Net Assets1.05B
MFS Mid Cap Value A
Price$30.80
Change-$0.45 (-1.44%)
VolumeN/A
Net Assets17.42B
IVOCX vs MVCAX Comparison Chart
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IVOCX 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 IVOCX is a Buy and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. IVOCX (1.05B). MVCAX pays higher dividends than IVOCX: MVCAX (1.16) vs IVOCX (0.94). IVOCX was incepted earlier than MVCAX: IVOCX (10 years) vs MVCAX (24 years). IVOCX is a more actively managed with annual turnover of: 29.00 vs. MVCAX (19.00). IVOCX (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. IVOCX (0.27). MVCAX return over 5 years is better than : 28.23 vs. IVOCX (21.72).
IVOCXMVCAXIVOCX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years24 years-
Gain YTD2.7150.391694%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.05B17.4B6%
Annual Yield % from dividends0.941.1681%
Returns for 1 year0.271.2022%
Returns for 3 years2.883.9972%
Returns for 5 years21.7228.2377%
Returns for 10 years72.8060.23121%
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