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IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
IVOSX vs MVCAX Comparison Chart in %
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IVOSX vs. MVCAX commentary
Jul 26, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. IVOSX (699M). 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). 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 : 9.85 vs. IVOSX (-2.32). MVCAX return over 5 years is better than : 19.01 vs. IVOSX (7.85).
| 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 | 11.257 | 14.267 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 17.4B | 4% |
| Annual Yield % from dividends | 2.68 | 1.11 | 241% |
| Returns for 1 year | -2.32 | 9.85 | -24% |
| Returns for 3 years | 9.49 | 18.95 | 50% |
| Returns for 5 years | 7.85 | 19.01 | 41% |
| Returns for 10 years | 82.91 | 82.76 | 100% |
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