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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
Jul 10, 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 Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IVOIX (712M). IVOIX pays higher dividends than MVCAX: IVOIX (2.59) vs MVCAX (1.11). IVOIX was incepted earlier than MVCAX: IVOIX (12 years) vs MVCAX (25 years). IVOIX (1.02) and MVCAX (0.98) have similar cost to investors . IVOIX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (24.00). 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 : 8.46 vs. IVOIX (-1.89). MVCAX return over 5 years is better than : 15.05 vs. IVOIX (5.00).
| IVOIX | MVCAX | IVOIX / MVCAX | |
| Total Expense Ratio | 0.83 | 0.97 | 86% |
| Annual Report Gross Expense Ratio | 1.02 | 0.98 | 104% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 9.302 | 12.039 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 17.1B | 4% |
| Annual Yield % from dividends | 2.59 | 1.11 | 233% |
| Returns for 1 year | -1.89 | 8.46 | -22% |
| Returns for 3 years | 9.46 | 20.38 | 46% |
| Returns for 5 years | 5.00 | 15.05 | 33% |
| Returns for 10 years | 82.61 | 82.88 | 100% |
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