IVOYX
Price
$19.43
Change
+$0.05 (+0.26%)
Updated
Jul 10 closing price
Net Assets
916.62M
MVCAX
Price
$31.45
Change
+$0.04 (+0.13%)
Updated
Jul 9 closing price
Net Assets
17.23B
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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$19.43
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets916.62M
MFS Mid Cap Value A
Price$31.45
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets17.23B
IVOYX vs MVCAX Comparison Chart in %
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IVOYX vs. MVCAX commentary
Jul 11, 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 StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IVOYX (917M). IVOYX pays higher dividends than MVCAX: IVOYX (1.42) vs MVCAX (0.87). 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). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IVOYX (17.00). 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 : 3.66 vs. MVCAX (1.03). MVCAX return over 5 years is better than : 60.55 vs. IVOYX (54.49).
IVOYXMVCAXIVOYX / MVCAX
Total Expense Ratio1.080.99109%
Annual Report Gross Expense Ratio1.251.00125%
Fund Existence11 years24 years-
Gain YTD7.5932.379319%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets917M17.2B5%
Annual Yield % from dividends1.420.87162%
Returns for 1 year3.661.03356%
Returns for 3 years21.0518.06117%
Returns for 5 years54.4960.5590%
Returns for 10 years95.6163.72150%
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