IVORX
Price
$19.46
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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IVORX vs MVCAX

Header iconIVORX vs MVCAX Comparison
Open Charts IVORX vs MVCAXBanner chart's image
Macquarie Mid Cap Income Opps R
Price$19.46
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
IVORX vs MVCAX Comparison Chart in %
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IVORX 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 IVORX is a StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IVORX (899M). IVORX pays higher dividends than MVCAX: IVORX (1.16) vs MVCAX (0.86). IVORX was incepted earlier than MVCAX: IVORX (11 years) vs MVCAX (24 years). IVORX (1.50) is less costly to investors than MVCAX (1.00). IVORX (27.00) and MVCAX (27.00) have comparable annual turnover. IVORX has a lower initial minimum investment than MVCAX: IVORX (0) vs MVCAX (1000). IVORX annual gain was more profitable for investors over the last year : 1.53 vs. MVCAX (-3.52). MVCAX return over 5 years is better than : 47.65 vs. IVORX (42.78).
IVORXMVCAXIVORX / MVCAX
Total Expense Ratio1.330.99134%
Annual Report Gross Expense Ratio1.501.00150%
Fund Existence11 years24 years-
Gain YTD8.4553.325254%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets899M17.1B5%
Annual Yield % from dividends1.160.86135%
Returns for 1 year1.53-3.52-44%
Returns for 3 years7.176.81105%
Returns for 5 years42.7847.6590%
Returns for 10 years95.3263.09151%
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