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IVOYX
Price
$20.62
Change
-$0.15 (-0.72%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
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IVOYX vs MVCAX

Header iconIVOYX vs MVCAX Comparison
Open Charts IVOYX vs MVCAXBanner chart's image
Delaware Ivy Mid Cap Income Opps Y
Price$20.62
Change-$0.15 (-0.72%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
IVOYX vs MVCAX Comparison Chart
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IVOYX vs. MVCAX commentary
Nov 18, 2024

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.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. IVOYX (1.11B). IVOYX pays higher dividends than MVCAX: IVOYX (1.64) vs MVCAX (1.16). IVOYX was incepted earlier than MVCAX: IVOYX (10 years) vs MVCAX (23 years). IVOYX is a more actively managed with annual turnover of: 29.00 vs. MVCAX (19.00). IVOYX has a lower initial minimum investment than MVCAX: IVOYX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. IVOYX (18.43). MVCAX return over 5 years is better than : 49.25 vs. IVOYX (44.48).
IVOYXMVCAXIVOYX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years23 years-
Gain YTD12.51617.80170%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.11B17.9B6%
Annual Yield % from dividends1.641.16142%
Returns for 1 year18.4326.8469%
Returns for 3 years4.348.5551%
Returns for 5 years44.4849.2590%
Returns for 10 years109.1078.64139%
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