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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IVOSX (655M). IVOSX pays higher dividends than MVCAX: IVOSX (2.59) vs MVCAX (1.08). IVOSX was incepted earlier than MVCAX: IVOSX (12 years) vs MVCAX (25 years). MVCAX (0.98) and IVOSX (0.94) have similar cost to investors . 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 : 5.51 vs. IVOSX (-5.47). MVCAX return over 5 years is better than : 15.15 vs. IVOSX (4.48).
| IVOSX | MVCAX | IVOSX / MVCAX | |
| Total Expense Ratio | 0.73 | 0.97 | 75% |
| Annual Report Gross Expense Ratio | 0.94 | 0.98 | 96% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 10.126 | 12.903 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 16.8B | 4% |
| Annual Yield % from dividends | 2.59 | 1.08 | 239% |
| Returns for 1 year | -5.47 | 5.51 | -99% |
| Returns for 3 years | 13.98 | 23.61 | 59% |
| Returns for 5 years | 4.48 | 15.15 | 30% |
| Returns for 10 years | 86.19 | 83.46 | 103% |
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