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IVOSX vs MVCAX
IVOSX vs MVCAX Comparison
Open Charts IVOSX vs MVCAX
Nomura Mid Cap Income Opps R6
Price$17.07
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets787.56M
IVOSX vs MVCAX Comparison Chart in %
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IVOSX vs. MVCAX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. IVOSX (788M). 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 (27.00) and MVCAX (27.00) have comparable annual turnover. IVOSX has a lower initial minimum investment than MVCAX: IVOSX (0) vs MVCAX (1000). IVOSX annual gain was more profitable for investors over the last year : -7.37 vs. MVCAX (-10.42). MVCAX return over 5 years is better than : 34.05 vs. IVOSX (30.04).
| 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 | 8.482 | 5.280 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 17B | 5% |
| Annual Yield % from dividends | 1.67 | 0.83 | 201% |
| Returns for 1 year | -7.37 | -10.42 | 71% |
| Returns for 3 years | 15.78 | 10.29 | 153% |
| Returns for 5 years | 30.04 | 34.05 | 88% |
| Returns for 10 years | 110.62 | 72.82 | 152% |
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