Interact to see
Advertisement
Advertisement
IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
IVOSX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOSX vs. MVCAX commentary
Jul 06, 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 IVOSX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. IVOSX (725M). IVOSX pays higher dividends than MVCAX: IVOSX (2.68) vs MVCAX (1.11). IVOSX was incepted earlier than MVCAX: IVOSX (12 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than IVOSX (0.92). IVOSX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (24.00). 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 : 9.75 vs. IVOSX (-0.99). MVCAX return over 5 years is better than : 16.15 vs. IVOSX (6.77).
| IVOSX | MVCAX | IVOSX / MVCAX | |
| Total Expense Ratio | 0.73 | 0.97 | 75% |
| Annual Report Gross Expense Ratio | 0.92 | 0.98 | 94% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 10.483 | 13.402 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 17.4B | 4% |
| Annual Yield % from dividends | 2.68 | 1.11 | 241% |
| Returns for 1 year | -0.99 | 9.75 | -10% |
| Returns for 3 years | 10.29 | 21.59 | 48% |
| Returns for 5 years | 6.77 | 16.15 | 42% |
| Returns for 10 years | 88.25 | 87.26 | 101% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LCLIX | 43.89 | 0.44 | +1.01% |
| ClearBridge Large Cap Value 1 | |||
| NWXUX | 12.23 | 0.12 | +0.99% |
| Nationwide International Sm Cp R6 | |||
| DDFRX | 19.74 | 0.19 | +0.97% |
| Invesco Diversified Dividend R | |||
| CWSIX | 15.28 | 0.02 | +0.13% |
| Carillon Chartwell Small Cap Value I | |||
| SDYAX | 17.70 | N/A | N/A |
| SEI Dynamic Asset Allocation F (SIMT) | |||