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IVOAX vs MVCAX
IVOAX vs MVCAX Comparison
Open Charts IVOAX vs MVCAX
Nomura Mid Cap Income Opps A
Price$17.29
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets784.5M
IVOAX vs MVCAX Comparison Chart in %
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IVOAX vs. MVCAX commentary
Dec 28, 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 Buy and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IVOAX (784M). IVOAX pays higher dividends than MVCAX: IVOAX (1.37) vs MVCAX (0.83). 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 is a more actively managed with annual turnover of: 27.00 vs. MVCAX (24.00). IVOAX (6%) and MVCAX (6%) have equivalent initial investment costs. IVOAX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -1.74 vs. IVOAX (-4.93). MVCAX return over 5 years is better than : 23.93 vs. IVOAX (11.35).
| IVOAX | MVCAX | IVOAX / MVCAX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.27 | 1.00 | 127% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -3.305 | -0.652 | 507% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 16.8B | 5% |
| Annual Yield % from dividends | 1.37 | 0.83 | 164% |
| Returns for 1 year | -4.93 | -1.74 | 283% |
| Returns for 3 years | 9.49 | 13.98 | 68% |
| Returns for 5 years | 11.35 | 23.93 | 47% |
| Returns for 10 years | 85.41 | 72.86 | 117% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VALQ | 67.01 | 0.03 | +0.05% |
| American Century® U.S. Quality Value ETF | |||
| GEOA | 33.24 | -0.03 | -0.10% |
| WisdomTree GeoAlpha Opportunities Fund | |||
| PWB | 129.53 | -0.30 | -0.23% |
| Invesco Large Cap Growth ETF | |||
| RSF | 14.40 | -0.04 | -0.28% |
| RiverNorth Capital and Income Fund | |||
| QDVO | 29.54 | -0.11 | -0.37% |
| Amplify CWP Growth & Income ETF | |||