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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
Jun 24, 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: 17.1B vs. IVOCX (708M). 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 : 10.97 vs. IVOCX (-0.76). MVCAX return over 5 years is better than : 14.68 vs. IVOCX (0.46).
| 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 | 7.708 | 10.908 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 17.1B | 4% |
| Annual Yield % from dividends | 1.38 | 1.16 | 119% |
| Returns for 1 year | -0.76 | 10.97 | -7% |
| Returns for 3 years | 8.24 | 24.45 | 34% |
| Returns for 5 years | 0.46 | 14.68 | 3% |
| Returns for 10 years | 73.20 | 88.70 | 83% |
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