Interact to see
Advertisement
Advertisement
IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
Nomura Mid Cap Income Opps R6
Price$17.30
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets784.5M
IVOSX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOSX vs. MVCAX commentary
Dec 27, 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 IVOSX is a Buy and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IVOSX (784M). IVOSX pays higher dividends than MVCAX: IVOSX (1.67) vs MVCAX (0.83). 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 : -1.74 vs. IVOSX (-4.69). MVCAX return over 5 years is better than : 23.93 vs. IVOSX (13.16).
| 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 | -3.061 | -0.652 | 470% |
| 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 | 1.67 | 0.83 | 201% |
| Returns for 1 year | -4.69 | -1.74 | 270% |
| Returns for 3 years | 10.48 | 13.98 | 75% |
| Returns for 5 years | 13.16 | 23.93 | 55% |
| Returns for 10 years | 90.75 | 72.86 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement