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BVALX vs MVCAX
BVALX vs MVCAX Comparison
Open Charts BVALX vs MVCAX
BVALX vs MVCAX Comparison Chart in %
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BVALX 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 BVALX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. BVALX (873M). BVALX pays higher dividends than MVCAX: BVALX (2.23) vs MVCAX (1.16). BVALX was incepted earlier than MVCAX: BVALX (8 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than BVALX (0.55). BVALX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than BVALX: MVCAX (1000) vs BVALX (1000000). BVALX annual gain was more profitable for investors over the last year : 13.99 vs. MVCAX (11.29). BVALX return over 5 years is better than : 20.10 vs. MVCAX (14.75).
| BVALX | MVCAX | BVALX / MVCAX | |
| Total Expense Ratio | 0.55 | 0.97 | 57% |
| Annual Report Gross Expense Ratio | 0.55 | 0.98 | 56% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 8.890 | 10.210 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 17.1B | 5% |
| Annual Yield % from dividends | 2.23 | 1.16 | 192% |
| Returns for 1 year | 13.99 | 11.29 | 124% |
| Returns for 3 years | 26.08 | 23.67 | 110% |
| Returns for 5 years | 20.10 | 14.75 | 136% |
| Returns for 10 years | N/A | 87.51 | - |
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