Interact to see
Advertisement
Advertisement
IVOCX vs MVCAX
IVOCX vs MVCAX Comparison
Open Charts IVOCX vs MVCAX
Nomura Mid Cap Income Opps C
Price$17.34
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets799.7M
IVOCX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOCX vs. MVCAX commentary
Dec 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 IVOCX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. IVOCX (800M). MVCAX pays higher dividends than IVOCX: MVCAX (0.83) vs IVOCX (0.66). IVOCX was incepted earlier than MVCAX: IVOCX (11 years) vs MVCAX (24 years). IVOCX (2.02) is less costly to investors than MVCAX (1.00). IVOCX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (24.00). IVOCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -4.12 vs. IVOCX (-7.20). MVCAX return over 5 years is better than : 27.20 vs. IVOCX (10.10).
| IVOCX | MVCAX | IVOCX / MVCAX | |
| Total Expense Ratio | 1.83 | 0.99 | 185% |
| Annual Report Gross Expense Ratio | 2.02 | 1.00 | 202% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -2.885 | 0.196 | -1,475% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 17B | 5% |
| Annual Yield % from dividends | 0.66 | 0.83 | 79% |
| Returns for 1 year | -7.20 | -4.12 | 175% |
| Returns for 3 years | 3.72 | 12.85 | 29% |
| Returns for 5 years | 10.10 | 27.20 | 37% |
| Returns for 10 years | 81.89 | 72.41 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement