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MVCAX vs VVOSX
MVCAX vs VVOSX Comparison
Open Charts MVCAX vs VVOSX
Invesco Value Opportunities R6
Price$19.61
Change-$1.60 (-7.54%)
VolumeN/A
Net Assets4.67B
MVCAX vs VVOSX Comparison Chart
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MVCAX vs. VVOSX commentary
Apr 04, 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 MVCAX is a StrongBuy and VVOSX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. VVOSX (4.67B). MVCAX pays higher dividends than VVOSX: MVCAX (0.90) vs VVOSX (0.70). MVCAX was incepted earlier than VVOSX: MVCAX (24 years) vs VVOSX (8 years). MVCAX (1.00) is less costly to investors than VVOSX (0.69). VVOSX is a more actively managed with annual turnover of: 47.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than VVOSX: MVCAX (1000) vs VVOSX (1000000). VVOSX annual gain was more profitable for investors over the last year : 4.27 vs. MVCAX (-4.59). VVOSX return over 5 years is better than : 194.65 vs. MVCAX (96.65).
| MVCAX | VVOSX | MVCAX / VVOSX | |
| Total Expense Ratio | 0.99 | 0.69 | 143% |
| Annual Report Gross Expense Ratio | 1.00 | 0.69 | 145% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | -1.369 | -3.151 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 4.67B | 362% |
| Annual Yield % from dividends | 0.90 | 0.70 | 129% |
| Returns for 1 year | -4.59 | 4.27 | -107% |
| Returns for 3 years | 0.73 | 20.30 | 4% |
| Returns for 5 years | 96.65 | 194.65 | 50% |
| Returns for 10 years | 55.23 | N/A | - |
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