IVOIX
Price
$18.88
Change
-$0.04 (-0.21%)
Updated
Nov 19 closing price
Net Assets
794.26M
MVCAX
Price
$31.17
Change
-$0.07 (-0.22%)
Updated
Nov 19 closing price
Net Assets
16.44B
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IVOIX vs MVCAX

Header iconIVOIX vs MVCAX Comparison
Open Charts IVOIX vs MVCAXBanner chart's image
Macquarie Mid Cap Income Opps I
Price$18.88
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets794.26M
MFS Mid Cap Value A
Price$31.17
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets16.44B
IVOIX vs MVCAX Comparison Chart in %
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IVOIX vs. MVCAX commentary
Nov 20, 2025

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 IVOIX is a Hold and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. IVOIX (794M). IVOIX pays higher dividends than MVCAX: IVOIX (1.58) vs MVCAX (0.85). IVOIX was incepted earlier than MVCAX: IVOIX (11 years) vs MVCAX (24 years). IVOIX (1.02) and MVCAX (1.00) have similar cost to investors . IVOIX (27.00) and MVCAX (27.00) have comparable annual turnover. IVOIX has a lower initial minimum investment than MVCAX: IVOIX (0) vs MVCAX (1000). IVOIX annual gain was more profitable for investors over the last year : -6.34 vs. MVCAX (-10.73). MVCAX return over 5 years is better than : 32.26 vs. IVOIX (29.35).
IVOIXMVCAXIVOIX / MVCAX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio1.021.00102%
Fund Existence11 years24 years-
Gain YTD5.6921.597356%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets794M16.4B5%
Annual Yield % from dividends1.580.85185%
Returns for 1 year-6.34-10.7359%
Returns for 3 years12.059.47127%
Returns for 5 years29.3532.2691%
Returns for 10 years102.6665.95156%
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