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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAX
CAAIX vs MVCAX Comparison Chart in %
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CAAIX vs. MVCAX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. CAAIX (960M). MVCAX pays higher dividends than CAAIX: MVCAX (1.09) vs CAAIX (0.02). CAAIX was incepted earlier than MVCAX: CAAIX (15 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). MVCAX (11.71) and CAAIX (11.66) have marching annual gain over last year. MVCAX return over 5 years is better than : 17.90 vs. CAAIX (-10.83).
| CAAIX | MVCAX | CAAIX / MVCAX | |
| Total Expense Ratio | 0.84 | 0.97 | 87% |
| Annual Report Gross Expense Ratio | 0.84 | 0.98 | 86% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 16.486 | 14.699 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 960M | 17.4B | 6% |
| Annual Yield % from dividends | 0.02 | 1.09 | 2% |
| Returns for 1 year | 11.66 | 11.71 | 100% |
| Returns for 3 years | 8.64 | 19.96 | 43% |
| Returns for 5 years | -10.83 | 17.90 | -61% |
| Returns for 10 years | 4.65 | 85.46 | 5% |
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