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IVORX vs MVCAX
IVORX vs MVCAX Comparison
Open Charts IVORX vs MVCAX
Nomura Mid Cap Income Opps R
Price$17.27
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets784.5M
IVORX vs MVCAX Comparison Chart in %
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IVORX 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 IVORX is a Buy and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IVORX (784M). IVORX pays higher dividends than MVCAX: IVORX (1.13) vs MVCAX (0.83). IVORX was incepted earlier than MVCAX: IVORX (11 years) vs MVCAX (24 years). IVORX (1.52) is less costly to investors than MVCAX (1.00). IVORX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (24.00). IVORX has a lower initial minimum investment than MVCAX: IVORX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -1.74 vs. IVORX (-5.12). MVCAX return over 5 years is better than : 23.93 vs. IVORX (9.79).
| IVORX | MVCAX | IVORX / MVCAX | |
| Total Expense Ratio | 1.33 | 0.99 | 134% |
| Annual Report Gross Expense Ratio | 1.52 | 1.00 | 152% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -3.495 | -0.652 | 536% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 16.8B | 5% |
| Annual Yield % from dividends | 1.13 | 0.83 | 136% |
| Returns for 1 year | -5.12 | -1.74 | 294% |
| Returns for 3 years | 8.72 | 13.98 | 62% |
| Returns for 5 years | 9.79 | 23.93 | 41% |
| Returns for 10 years | 80.84 | 72.86 | 111% |
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