IVORX
Price
$19.75
Change
+$0.08 (+0.41%)
Updated
Jul 25 closing price
Net Assets
929.13M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.21B
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IVORX vs MVCAX

Header iconIVORX vs MVCAX Comparison
Open Charts IVORX vs MVCAXBanner chart's image
Macquarie Mid Cap Income Opps R
Price$19.75
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets929.13M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.21B
IVORX vs MVCAX Comparison Chart in %
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IVORX vs. MVCAX commentary
Jul 26, 2025

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 IVORX is a StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IVORX (929M). IVORX pays higher dividends than MVCAX: IVORX (1.18) vs MVCAX (0.87). IVORX was incepted earlier than MVCAX: IVORX (11 years) vs MVCAX (24 years). IVORX (1.50) is less costly to investors than MVCAX (1.00). IVORX (27.00) and MVCAX (27.00) have comparable annual turnover. IVORX has a lower initial minimum investment than MVCAX: IVORX (0) vs MVCAX (1000). IVORX annual gain was more profitable for investors over the last year : 3.00 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. IVORX (50.04).
IVORXMVCAXIVORX / MVCAX
Total Expense Ratio1.330.99134%
Annual Report Gross Expense Ratio1.501.00150%
Fund Existence11 years24 years-
Gain YTD9.6253.814252%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets929M17.2B5%
Annual Yield % from dividends1.180.87135%
Returns for 1 year3.00-1.70-177%
Returns for 3 years18.7516.54113%
Returns for 5 years50.0454.5992%
Returns for 10 years98.9067.90146%
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