IVOYX
Price
$19.12
Change
+$0.36 (+1.92%)
Updated
Nov 21 closing price
Net Assets
781.17M
MVCAX
Price
$31.53
Change
+$0.71 (+2.30%)
Updated
Nov 21 closing price
Net Assets
16.2B
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IVOYX vs MVCAX

Header iconIVOYX vs MVCAX Comparison
Open Charts IVOYX vs MVCAXBanner chart's image
Macquarie Mid Cap Income Opps Y
Price$19.12
Change+$0.36 (+1.92%)
VolumeN/A
Net Assets781.17M
MFS Mid Cap Value A
Price$31.53
Change+$0.71 (+2.30%)
VolumeN/A
Net Assets16.2B
IVOYX vs MVCAX Comparison Chart in %
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IVOYX vs. MVCAX commentary
Nov 22, 2025

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 IVOYX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.2B vs. IVOYX (781M). IVOYX pays higher dividends than MVCAX: IVOYX (1.37) vs MVCAX (0.85). IVOYX was incepted earlier than MVCAX: IVOYX (11 years) vs MVCAX (24 years). IVOYX (1.27) is less costly to investors than MVCAX (1.00). IVOYX (27.00) and MVCAX (27.00) have comparable annual turnover. IVOYX has a lower initial minimum investment than MVCAX: IVOYX (0) vs MVCAX (1000). IVOYX annual gain was more profitable for investors over the last year : -7.62 vs. MVCAX (-11.36). MVCAX return over 5 years is better than : 33.79 vs. IVOYX (28.45).
IVOYXMVCAXIVOYX / MVCAX
Total Expense Ratio1.080.99109%
Annual Report Gross Expense Ratio1.271.00127%
Fund Existence11 years24 years-
Gain YTD6.2192.771224%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets781M16.2B5%
Annual Yield % from dividends1.370.85161%
Returns for 1 year-7.62-11.3667%
Returns for 3 years10.369.38110%
Returns for 5 years28.4533.7984%
Returns for 10 years98.1766.95147%
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