The average market capitalization across the group is 9.03B. The market cap for tickers in the group ranges from 679.13M to 17.38B. MVCAX holds the highest valuation in this group at 17.38B. The lowest valued company is IVOCX at 679.13M.

High and low price notable news

The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was -1%, and the average quarterly price growth was 10%. MVCAX experienced the highest price growth at -0%, while IVOCX experienced the biggest fall at -1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

IVOCX vs. MVCAX commentary

Sep 06, 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 StrongBuy.

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FUNDAMENTALS

Fundamentals

MVCAX has more cash in the bank: 17.3B vs. IVOCX (679M). IVOCX pays higher dividends than MVCAX: IVOCX (1.60) vs MVCAX (1.08). 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 : 9.32 vs. IVOCX (-3.78). MVCAX return over 5 years is better than : 16.01 vs. IVOCX (-0.88).

	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	11.509	16.229	71%
Front Load	N/A	6%	-
Min. Initial Investment	1000	1000	100%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	679M	17.3B	4%
Annual Yield % from dividends	1.60	1.08	148%
Returns for 1 year	-3.78	9.32	-41%
Returns for 3 years	11.23	26.72	42%
Returns for 5 years	-0.88	16.01	-5%
Returns for 10 years	67.20	83.64	80%

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