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IVOIX vs MVCAX
IVOIX vs MVCAX Comparison
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IVOIX vs MVCAX Comparison Chart in %
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IVOIX vs. MVCAX commentary
Sep 12, 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 IVOIX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IVOIX (655M). IVOIX pays higher dividends than MVCAX: IVOIX (2.51) vs MVCAX (1.08). IVOIX was incepted earlier than MVCAX: IVOIX (12 years) vs MVCAX (25 years). IVOIX (1.04) is less costly to investors than MVCAX (0.98). MVCAX is a more actively managed with annual turnover of: 24.00 vs. IVOIX (22.00). IVOIX has a lower initial minimum investment than MVCAX: IVOIX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 5.51 vs. IVOIX (-5.56). MVCAX return over 5 years is better than : 15.15 vs. IVOIX (4.13).
| IVOIX | MVCAX | IVOIX / MVCAX | |
| Total Expense Ratio | 0.82 | 0.97 | 85% |
| Annual Report Gross Expense Ratio | 1.04 | 0.98 | 106% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 10.075 | 12.903 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 16.8B | 4% |
| Annual Yield % from dividends | 2.51 | 1.08 | 232% |
| Returns for 1 year | -5.56 | 5.51 | -101% |
| Returns for 3 years | 13.65 | 23.61 | 58% |
| Returns for 5 years | 4.13 | 15.15 | 27% |
| Returns for 10 years | 85.48 | 83.46 | 102% |
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