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IVOCX vs MVCAX
IVOCX vs MVCAX Comparison
Open Charts IVOCX vs MVCAX
IVOCX vs MVCAX Comparison Chart in %
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IVOCX vs. MVCAX commentary
Jul 22, 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 IVOCX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IVOCX (708M). IVOCX pays higher dividends than MVCAX: IVOCX (1.65) vs MVCAX (1.11). IVOCX was incepted earlier than MVCAX: IVOCX (12 years) vs MVCAX (25 years). IVOCX (2.02) is less costly to investors than MVCAX (0.98). MVCAX is a more actively managed with annual turnover of: 24.00 vs. IVOCX (22.00). IVOCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 9.71 vs. IVOCX (-2.31). MVCAX return over 5 years is better than : 17.67 vs. IVOCX (1.64).
| IVOCX | MVCAX | IVOCX / MVCAX | |
| Total Expense Ratio | 1.83 | 0.97 | 189% |
| Annual Report Gross Expense Ratio | 2.02 | 0.98 | 206% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 9.727 | 12.936 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 17.3B | 4% |
| Annual Yield % from dividends | 1.65 | 1.11 | 149% |
| Returns for 1 year | -2.31 | 9.71 | -24% |
| Returns for 3 years | 5.29 | 17.92 | 30% |
| Returns for 5 years | 1.64 | 17.67 | 9% |
| Returns for 10 years | 66.33 | 80.90 | 82% |
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