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IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
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IVOSX vs MVCAX Comparison Chart in %
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IVOSX vs. MVCAX commentary
Aug 16, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. IVOSX (719M). IVOSX pays higher dividends than MVCAX: IVOSX (2.61) vs MVCAX (1.09). 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). MVCAX is a more actively managed with annual turnover of: 24.00 vs. IVOSX (22.00). 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 : 13.72 vs. IVOSX (2.85). MVCAX return over 5 years is better than : 19.70 vs. IVOSX (9.02).
| 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 | 16.314 | 19.155 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 17.9B | 4% |
| Annual Yield % from dividends | 2.61 | 1.09 | 239% |
| Returns for 1 year | 2.85 | 13.72 | 21% |
| Returns for 3 years | 17.15 | 29.36 | 58% |
| Returns for 5 years | 9.02 | 19.70 | 46% |
| Returns for 10 years | 88.86 | 90.39 | 98% |
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