IVOAX
Price
$19.29
Change
-$0.16 (-0.82%)
Updated
Nov 13 closing price
Net Assets
811.96M
MVCAX
Price
$31.85
Change
-$0.40 (-1.24%)
Updated
Nov 13 closing price
Net Assets
16.78B
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IVOAX vs MVCAX

Header iconIVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAXBanner chart's image
Macquarie Mid Cap Income Opps A
Price$19.29
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets811.96M
MFS Mid Cap Value A
Price$31.85
Change-$0.40 (-1.24%)
VolumeN/A
Net Assets16.78B
IVOAX vs MVCAX Comparison Chart in %
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IVOAX vs. MVCAX commentary
Nov 14, 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 IVOAX is a Hold and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IVOAX (812M). IVOAX pays higher dividends than MVCAX: IVOAX (1.38) vs MVCAX (0.85). IVOAX was incepted earlier than MVCAX: IVOAX (11 years) vs MVCAX (24 years). IVOAX (1.27) is less costly to investors than MVCAX (1.00). IVOAX (27.00) and MVCAX (27.00) have comparable annual turnover. IVOAX (6%) and MVCAX (6%) have equivalent initial investment costs. IVOAX (1000) and MVCAX (1000) have matching initial minimum investment requirements. IVOAX annual gain was more profitable for investors over the last year : -5.52 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 38.31 vs. IVOAX (33.54).
IVOAXMVCAXIVOAX / MVCAX
Total Expense Ratio1.080.99109%
Annual Report Gross Expense Ratio1.271.00127%
Fund Existence11 years24 years-
Gain YTD8.7745.117171%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets812M16.8B5%
Annual Yield % from dividends1.380.85162%
Returns for 1 year-5.52-9.1460%
Returns for 3 years14.1412.45114%
Returns for 5 years33.5438.3188%
Returns for 10 years109.3876.71143%
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