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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
Jun 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: 17.2B vs. IVOSX (720M). IVOSX pays higher dividends than MVCAX: IVOSX (2.43) vs MVCAX (1.16). 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 : 11.05 vs. IVOSX (0.51). MVCAX return over 5 years is better than : 12.58 vs. IVOSX (4.08).
| 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 | 8.706 | 11.174 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 17.2B | 4% |
| Annual Yield % from dividends | 2.43 | 1.16 | 210% |
| Returns for 1 year | 0.51 | 11.05 | 5% |
| Returns for 3 years | 9.79 | 22.23 | 44% |
| Returns for 5 years | 4.08 | 12.58 | 32% |
| Returns for 10 years | 88.75 | 85.47 | 104% |
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