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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 04, 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 (5.58B). 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: 50.00 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 : 9.57 vs. AVUAX (3.07). MVCAX return over 5 years is better than : 9.01 vs. AVUAX (-13.99).
| 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 | 7.298 | 7.715 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.58B | 16.8B | 33% |
| Annual Yield % from dividends | 1.50 | 1.16 | 129% |
| Returns for 1 year | 3.07 | 9.57 | 32% |
| Returns for 3 years | 9.39 | 21.83 | 43% |
| Returns for 5 years | -13.99 | 9.01 | -155% |
| Returns for 10 years | 16.99 | 76.09 | 22% |
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