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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
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CAAIX vs MVCAX Comparison Chart in %
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CAAIX vs. MVCAX commentary
Jun 19, 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 CAAIX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. CAAIX (931M). MVCAX pays higher dividends than CAAIX: MVCAX (1.16) vs CAAIX (0.02). CAAIX was incepted earlier than MVCAX: CAAIX (14 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than CAAIX (0.84). CAAIX (25.00) and MVCAX (24.00) have comparable annual turnover. MVCAX has a lower initial minimum investment than CAAIX: MVCAX (1000) vs CAAIX (1000000). CAAIX annual gain was more profitable for investors over the last year : 18.00 vs. MVCAX (11.03). MVCAX return over 5 years is better than : 16.30 vs. CAAIX (-12.09).
| CAAIX | MVCAX | CAAIX / MVCAX | |
| Total Expense Ratio | 0.84 | 0.97 | 87% |
| Annual Report Gross Expense Ratio | 0.84 | 0.98 | 86% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 11.283 | 9.478 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 16.9B | 6% |
| Annual Yield % from dividends | 0.02 | 1.16 | 2% |
| Returns for 1 year | 18.00 | 11.03 | 163% |
| Returns for 3 years | 9.57 | 19.65 | 49% |
| Returns for 5 years | -12.09 | 16.30 | -74% |
| Returns for 10 years | 2.24 | 82.36 | 3% |
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