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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
Aug 02, 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: 17.4B vs. IVOIX (700M). IVOIX pays higher dividends than MVCAX: IVOIX (2.53) vs MVCAX (1.09). 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 . 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 : 11.71 vs. IVOIX (0.93). MVCAX return over 5 years is better than : 17.90 vs. IVOIX (7.13).
| 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 | 12.038 | 14.699 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 17.4B | 4% |
| Annual Yield % from dividends | 2.53 | 1.09 | 231% |
| Returns for 1 year | 0.93 | 11.71 | 8% |
| Returns for 3 years | 8.62 | 19.96 | 43% |
| Returns for 5 years | 7.13 | 17.90 | 40% |
| Returns for 10 years | 85.45 | 85.46 | 100% |
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