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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. AVUAX (5.56B). AVUAX pays higher dividends than MVCAX: AVUAX (1.50) vs MVCAX (1.16). AVUAX was incepted earlier than MVCAX: AVUAX (22 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than AVUAX (0.77). 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 : 10.97 vs. AVUAX (3.69). MVCAX return over 5 years is better than : 14.68 vs. AVUAX (-10.32).
| AVUAX | MVCAX | AVUAX / MVCAX | |
| Total Expense Ratio | 0.77 | 0.97 | 79% |
| Annual Report Gross Expense Ratio | 0.77 | 0.98 | 79% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 9.042 | 10.908 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 17.1B | 33% |
| Annual Yield % from dividends | 1.50 | 1.16 | 129% |
| Returns for 1 year | 3.69 | 10.97 | 34% |
| Returns for 3 years | 10.30 | 24.45 | 42% |
| Returns for 5 years | -10.32 | 14.68 | -70% |
| Returns for 10 years | 21.54 | 88.70 | 24% |
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