IVOYX
Price
$19.83
Change
-$0.20 (-1.00%)
Updated
Oct 7 closing price
Net Assets
898.32M
MVCAX
Price
$32.23
Change
-$0.18 (-0.56%)
Updated
Oct 7 closing price
Net Assets
17.22B
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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$19.83
Change-$0.20 (-1.00%)
VolumeN/A
Net Assets898.32M
MFS Mid Cap Value A
Price$32.23
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets17.22B
IVOYX vs MVCAX Comparison Chart in %
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IVOYX vs. MVCAX commentary
Oct 09, 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 Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IVOYX (898M). IVOYX pays higher dividends than MVCAX: IVOYX (1.33) vs MVCAX (0.84). IVOYX was incepted earlier than MVCAX: IVOYX (11 years) vs MVCAX (24 years). IVOYX (1.25) 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 : 0.66 vs. MVCAX (-4.78). MVCAX return over 5 years is better than : 47.20 vs. IVOYX (44.29).
IVOYXMVCAXIVOYX / MVCAX
Total Expense Ratio1.080.99109%
Annual Report Gross Expense Ratio1.251.00125%
Fund Existence11 years24 years-
Gain YTD11.2745.639200%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets898M17.2B5%
Annual Yield % from dividends1.330.84159%
Returns for 1 year0.66-4.78-14%
Returns for 3 years30.7124.99123%
Returns for 5 years44.2947.2094%
Returns for 10 years109.9774.81147%
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