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AMVRX vs MVCAX
AMVRX vs MVCAX Comparison
Open Charts AMVRX vs MVCAX
AMVRX vs MVCAX Comparison Chart in %
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AMVRX vs. MVCAX commentary
Jun 27, 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 AMVRX is a StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. AMVRX (5.67B). MVCAX pays higher dividends than AMVRX: MVCAX (1.16) vs AMVRX (0.90). AMVRX was incepted earlier than MVCAX: AMVRX (21 years) vs MVCAX (25 years). AMVRX (1.47) is less costly to investors than MVCAX (0.98). AMVRX is a more actively managed with annual turnover of: 62.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than AMVRX: MVCAX (1000) vs AMVRX (2500). MVCAX annual gain was more profitable for investors over the last year : 11.66 vs. AMVRX (4.83). MVCAX return over 5 years is better than : 15.51 vs. AMVRX (-12.52).
| AMVRX | MVCAX | AMVRX / MVCAX | |
| Total Expense Ratio | 1.47 | 0.97 | 152% |
| Annual Report Gross Expense Ratio | 1.47 | 0.98 | 150% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 11.206 | 12.704 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.67B | 17.3B | 33% |
| Annual Yield % from dividends | 0.90 | 1.16 | 77% |
| Returns for 1 year | 4.83 | 11.66 | 41% |
| Returns for 3 years | 8.22 | 23.48 | 35% |
| Returns for 5 years | -12.52 | 15.51 | -81% |
| Returns for 10 years | 16.34 | 93.47 | 17% |
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