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BERCX vs MVCAX
BERCX vs MVCAX Comparison
Open Charts BERCX vs MVCAX
BERCX vs MVCAX Comparison Chart in %
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BERCX vs. MVCAX commentary
Jul 14, 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 BERCX is a StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. BERCX (18.7M). MVCAX pays higher dividends than BERCX: MVCAX (1.11) vs BERCX (0.76). BERCX was incepted earlier than MVCAX: BERCX (24 years) vs MVCAX (25 years). BERCX (1.33) is less costly to investors than MVCAX (0.98). BERCX is a more actively managed with annual turnover of: 47.00 vs. MVCAX (24.00). BERCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 9.45 vs. BERCX (5.16). MVCAX return over 5 years is better than : 17.60 vs. BERCX (12.81).
| BERCX | MVCAX | BERCX / MVCAX | |
| Total Expense Ratio | 0.90 | 0.97 | 93% |
| Annual Report Gross Expense Ratio | 1.33 | 0.98 | 136% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 11.038 | 13.136 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7M | 17.2B | 0% |
| Annual Yield % from dividends | 0.76 | 1.11 | 69% |
| Returns for 1 year | 5.16 | 9.45 | 55% |
| Returns for 3 years | 9.09 | 20.06 | 45% |
| Returns for 5 years | 12.81 | 17.60 | 73% |
| Returns for 10 years | 31.45 | 82.57 | 38% |
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