Ad is loading...
IVOCX
Price
$20.43
Change
-$0.15 (-0.73%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
Ad is loading...

IVOCX vs MVCAX

Header iconIVOCX vs MVCAX Comparison
Open Charts IVOCX vs MVCAXBanner chart's image
Delaware Ivy Mid Cap Income Opps C
Price$20.43
Change-$0.15 (-0.73%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
IVOCX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
IVOCX 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 IVOCX is a Buy and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. IVOCX (1.11B). MVCAX pays higher dividends than IVOCX: MVCAX (1.16) vs IVOCX (0.94). IVOCX was incepted earlier than MVCAX: IVOCX (10 years) vs MVCAX (23 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 : 26.84 vs. IVOCX (17.52). MVCAX return over 5 years is better than : 49.25 vs. IVOCX (39.07).
IVOCXMVCAXIVOCX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years23 years-
Gain YTD11.74617.80166%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.11B17.9B6%
Annual Yield % from dividends0.941.1681%
Returns for 1 year17.5226.8465%
Returns for 3 years1.968.5523%
Returns for 5 years39.0749.2579%
Returns for 10 years98.1078.64125%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IEUS54.810.01
+0.02%
iShares MSCI Europe Small-Cap ETF
PSCD111.34N/A
N/A
Invesco S&P SmallCap Cnsmr Discret ETF
EFAX40.39-0.18
-0.44%
SPDR® MSCI EAFE Fssl Ful Free RsrvETF
VT118.52-1.19
-0.99%
Vanguard Total World Stock ETF
EQTY23.77-0.30
-1.26%
Kovitz Core Equity ETF