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AVUAX vs MVCAX
AVUAX vs MVCAX Comparison
Open Charts AVUAX vs MVCAX
AVUAX vs MVCAX Comparison Chart in %
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AVUAX vs. MVCAX commentary
Sep 12, 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 AVUAX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. AVUAX (5.23B). AVUAX pays higher dividends than MVCAX: AVUAX (1.54) vs MVCAX (1.08). AVUAX was incepted earlier than MVCAX: AVUAX (22 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than AVUAX (0.78). AVUAX is a more actively managed with annual turnover of: 62.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than AVUAX: MVCAX (1000) vs AVUAX (5000000). MVCAX annual gain was more profitable for investors over the last year : 5.51 vs. AVUAX (1.47). MVCAX return over 5 years is better than : 15.15 vs. AVUAX (-6.07).
| AVUAX | MVCAX | AVUAX / MVCAX | |
| Total Expense Ratio | 0.78 | 0.97 | 80% |
| Annual Report Gross Expense Ratio | 0.78 | 0.98 | 80% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 14.323 | 12.903 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23B | 16.8B | 31% |
| Annual Yield % from dividends | 1.54 | 1.08 | 142% |
| Returns for 1 year | 1.47 | 5.51 | 27% |
| Returns for 3 years | 16.32 | 23.61 | 69% |
| Returns for 5 years | -6.07 | 15.15 | -40% |
| Returns for 10 years | 23.17 | 83.46 | 28% |
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