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IVOCX vs MVCAX
IVOCX vs MVCAX Comparison
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IVOCX vs MVCAX Comparison Chart in %
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IVOCX vs. MVCAX commentary
Jun 04, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IVOCX (712M). IVOCX pays higher dividends than MVCAX: IVOCX (1.38) vs MVCAX (1.16). 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). IVOCX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (24.00). IVOCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 9.57 vs. IVOCX (-0.19). MVCAX return over 5 years is better than : 9.01 vs. IVOCX (-2.88).
| 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 | 5.941 | 7.715 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 16.8B | 4% |
| Annual Yield % from dividends | 1.38 | 1.16 | 119% |
| Returns for 1 year | -0.19 | 9.57 | -2% |
| Returns for 3 years | 7.41 | 21.83 | 34% |
| Returns for 5 years | -2.88 | 9.01 | -32% |
| Returns for 10 years | 66.63 | 76.09 | 88% |
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