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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 23, 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 StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. IVOIX (704M). 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 : 13.14 vs. IVOIX (1.39). MVCAX return over 5 years is better than : 20.74 vs. IVOIX (9.13).
| 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 | 14.952 | 17.692 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 17.7B | 4% |
| Annual Yield % from dividends | 2.53 | 1.09 | 231% |
| Returns for 1 year | 1.39 | 13.14 | 11% |
| Returns for 3 years | 18.48 | 29.68 | 62% |
| Returns for 5 years | 9.13 | 20.74 | 44% |
| Returns for 10 years | 85.88 | 86.14 | 100% |
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| Hartford Balanced Income R4 | |||