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IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
Nomura Mid Cap Income Opps R6
Price$17.85
Change-$1.70 (-8.70%)
VolumeN/A
Net Assets782.44M
IVOSX vs MVCAX Comparison Chart in %
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IVOSX 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 IVOSX is a StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IVOSX (782M). IVOSX pays higher dividends than MVCAX: IVOSX (2.61) vs MVCAX (1.20). IVOSX was incepted earlier than MVCAX: IVOSX (11 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than IVOSX (0.92). IVOSX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (24.00). IVOSX has a lower initial minimum investment than MVCAX: IVOSX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 1.90 vs. IVOSX (-2.19). MVCAX return over 5 years is better than : 23.95 vs. IVOSX (13.62).
| IVOSX | MVCAX | IVOSX / MVCAX | |
| Total Expense Ratio | 0.73 | 0.99 | 74% |
| Annual Report Gross Expense Ratio | 0.92 | 1.00 | 92% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 4.938 | 4.789 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 17.1B | 5% |
| Annual Yield % from dividends | 2.61 | 1.20 | 217% |
| Returns for 1 year | -2.19 | 1.90 | -116% |
| Returns for 3 years | 3.40 | 11.13 | 31% |
| Returns for 5 years | 13.62 | 23.95 | 57% |
| Returns for 10 years | 109.98 | 99.09 | 111% |
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