IVOCX
Price
$19.43
Change
-$0.06 (-0.31%)
Updated
Aug 15 closing price
Net Assets
898.9M
MVCAX
Price
$31.70
Change
-$0.20 (-0.63%)
Updated
Aug 15 closing price
Net Assets
17.12B
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IVOCX vs MVCAX

Header iconIVOCX vs MVCAX Comparison
Open Charts IVOCX vs MVCAXBanner chart's image
Macquarie Mid Cap Income Opps C
Price$19.43
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets898.9M
MFS Mid Cap Value A
Price$31.70
Change-$0.20 (-0.63%)
VolumeN/A
Net Assets17.12B
IVOCX vs MVCAX Comparison Chart in %
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IVOCX vs. MVCAX commentary
Aug 18, 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 StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IVOCX (899M). MVCAX pays higher dividends than IVOCX: MVCAX (0.86) vs IVOCX (0.68). IVOCX was incepted earlier than MVCAX: IVOCX (11 years) vs MVCAX (24 years). IVOCX (2.00) is less costly to investors than MVCAX (1.00). IVOCX (27.00) and MVCAX (27.00) have comparable annual turnover. IVOCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. IVOCX annual gain was more profitable for investors over the last year : 1.06 vs. MVCAX (-3.52). MVCAX return over 5 years is better than : 47.65 vs. IVOCX (39.64).
IVOCXMVCAXIVOCX / MVCAX
Total Expense Ratio1.830.99185%
Annual Report Gross Expense Ratio2.001.00200%
Fund Existence11 years24 years-
Gain YTD8.1233.325244%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets899M17.1B5%
Annual Yield % from dividends0.680.8679%
Returns for 1 year1.06-3.52-30%
Returns for 3 years5.576.8182%
Returns for 5 years39.6447.6583%
Returns for 10 years88.9863.09141%
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