IVOSX
Price
$18.90
Change
+$0.05 (+0.27%)
Updated
Jan 23 closing price
Net Assets
1.08B
MVCAX
Price
$31.88
Change
+$0.07 (+0.22%)
Updated
Jan 23 closing price
Net Assets
17.7B
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IVOSX vs MVCAX

Header iconIVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAXBanner chart's image
Macquarie Mid Cap Income Opps R6
Price$18.90
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets1.08B
MFS Mid Cap Value A
Price$31.88
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets17.7B
IVOSX vs MVCAX Comparison Chart
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IVOSX vs. MVCAX commentary
Jan 24, 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 IVOSX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. IVOSX (1.08B). IVOSX pays higher dividends than MVCAX: IVOSX (1.93) vs MVCAX (1.16). IVOSX was incepted earlier than MVCAX: IVOSX (10 years) vs MVCAX (23 years). IVOSX is a more actively managed with annual turnover of: 29.00 vs. MVCAX (19.00). IVOSX has a lower initial minimum investment than MVCAX: IVOSX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 8.88 vs. IVOSX (4.45). MVCAX return over 5 years is better than : 33.78 vs. IVOSX (30.51).
IVOSXMVCAXIVOSX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years23 years-
Gain YTD4.1443.683113%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B17.7B6%
Annual Yield % from dividends1.931.16166%
Returns for 1 year4.458.8850%
Returns for 3 years6.477.9382%
Returns for 5 years30.5133.7890%
Returns for 10 years97.1373.15133%
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