IVOIX
Price
$17.85
Change
-$1.70 (-8.70%)
Updated
Feb 3 closing price
Net Assets
781.33M
MVCAX
Price
$31.51
Change
-$0.46 (-1.44%)
Updated
Feb 3 closing price
Net Assets
17.11B
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IVOIX vs MVCAX

Header iconIVOIX vs MVCAX Comparison
Open Charts IVOIX vs MVCAXBanner chart's image
Nomura Mid Cap Income Opps I
Price$17.85
Change-$1.70 (-8.70%)
VolumeN/A
Net Assets781.33M
MFS Mid Cap Value A
Price$31.51
Change-$0.46 (-1.44%)
VolumeN/A
Net Assets17.11B
IVOIX vs MVCAX Comparison Chart in %
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IVOIX vs. MVCAX commentary
Feb 04, 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 IVOIX is a StrongBuy and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IVOIX (781M). IVOIX pays higher dividends than MVCAX: IVOIX (2.50) vs MVCAX (1.20). IVOIX was incepted earlier than MVCAX: IVOIX (11 years) vs MVCAX (24 years). IVOIX (1.02) and MVCAX (1.00) have similar cost to investors . IVOIX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (24.00). IVOIX has a lower initial minimum investment than MVCAX: IVOIX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 1.90 vs. IVOIX (-2.29). MVCAX return over 5 years is better than : 23.95 vs. IVOIX (13.39).
IVOIXMVCAXIVOIX / MVCAX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio1.021.00102%
Fund Existence11 years24 years-
Gain YTD4.9384.789103%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets781M17.1B5%
Annual Yield % from dividends2.501.20208%
Returns for 1 year-2.291.90-121%
Returns for 3 years3.1911.1329%
Returns for 5 years13.3923.9556%
Returns for 10 years109.3499.09110%
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