IVOCX
Price
$17.87
Change
+$0.08 (+0.45%)
Updated
Jan 14 closing price
Net Assets
796.7M
MVCAX
Price
$31.27
Change
+$0.14 (+0.45%)
Updated
Jan 14 closing price
Net Assets
17.13B
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IVOCX vs MVCAX

Header iconIVOCX vs MVCAX Comparison
Open Charts IVOCX vs MVCAXBanner chart's image
Nomura Mid Cap Income Opps C
Price$17.87
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets796.7M
MFS Mid Cap Value A
Price$31.27
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets17.13B
IVOCX vs MVCAX Comparison Chart in %
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IVOCX vs. MVCAX commentary
Jan 15, 2026

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 Hold and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IVOCX (797M). IVOCX pays higher dividends than MVCAX: IVOCX (1.58) vs MVCAX (1.24). 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 : 2.50 vs. IVOCX (-1.04). MVCAX return over 5 years is better than : 22.73 vs. IVOCX (8.16).
IVOCXMVCAXIVOCX / MVCAX
Total Expense Ratio1.830.99185%
Annual Report Gross Expense Ratio2.021.00202%
Fund Existence11 years24 years-
Gain YTD5.4283.991136%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets797M17.1B5%
Annual Yield % from dividends1.581.24127%
Returns for 1 year-1.042.50-42%
Returns for 3 years5.2412.5542%
Returns for 5 years8.1622.7336%
Returns for 10 years98.73100.0299%
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