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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
Jun 19, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IVOIX (711M). IVOIX pays higher dividends than MVCAX: IVOIX (2.34) vs MVCAX (1.16). 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 : 11.03 vs. IVOIX (0.98). MVCAX return over 5 years is better than : 16.30 vs. IVOIX (8.14).
| 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 | 7.678 | 9.478 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 16.9B | 4% |
| Annual Yield % from dividends | 2.34 | 1.16 | 202% |
| Returns for 1 year | 0.98 | 11.03 | 9% |
| Returns for 3 years | 8.01 | 19.65 | 41% |
| Returns for 5 years | 8.14 | 16.30 | 50% |
| Returns for 10 years | 86.08 | 82.36 | 105% |
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