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IVOYX vs MVCAX
IVOYX vs MVCAX Comparison
Open Charts IVOYX vs MVCAX
Nomura Mid Cap Income Opps Y
Price$17.50
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets799.7M
IVOYX vs MVCAX Comparison Chart in %
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IVOYX vs. MVCAX commentary
Dec 14, 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 IVOYX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. IVOYX (800M). IVOYX pays higher dividends than MVCAX: IVOYX (1.36) vs MVCAX (0.83). IVOYX was incepted earlier than MVCAX: IVOYX (11 years) vs MVCAX (24 years). IVOYX (1.27) is less costly to investors than MVCAX (1.00). IVOYX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (24.00). IVOYX has a lower initial minimum investment than MVCAX: IVOYX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -4.12 vs. IVOYX (-6.59). MVCAX return over 5 years is better than : 27.20 vs. IVOYX (14.33).
| IVOYX | MVCAX | IVOYX / MVCAX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.27 | 1.00 | 127% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -2.281 | 0.196 | -1,166% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 17B | 5% |
| Annual Yield % from dividends | 1.36 | 0.83 | 163% |
| Returns for 1 year | -6.59 | -4.12 | 160% |
| Returns for 3 years | 6.04 | 12.85 | 47% |
| Returns for 5 years | 14.33 | 27.20 | 53% |
| Returns for 10 years | 93.37 | 72.41 | 129% |
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