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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
Aug 23, 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: 17.7B vs. CAAIX (994M). 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). CAAIX annual gain was more profitable for investors over the last year : 14.37 vs. MVCAX (13.14). MVCAX return over 5 years is better than : 20.74 vs. CAAIX (-5.78).
| 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 | 21.406 | 17.692 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 994M | 17.7B | 6% |
| Annual Yield % from dividends | 0.02 | 1.09 | 2% |
| Returns for 1 year | 14.37 | 13.14 | 109% |
| Returns for 3 years | 22.75 | 29.68 | 77% |
| Returns for 5 years | -5.78 | 20.74 | -28% |
| Returns for 10 years | 4.41 | 86.14 | 5% |
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| MFs / NAME | Price $ | Chg $ | Chg % |
| GGEIX | 27.70 | 0.22 | +0.80% |
| Nationwide Schroders Global Eq R6 | |||
| HDSVX | 21.91 | 0.17 | +0.78% |
| Hodges Small Intrinsic Value Retail | |||
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| DFA US Social Core Equity 2 Portfolio | |||
| TCSHX | 16.82 | 0.07 | +0.42% |
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| HBLSX | 15.26 | 0.02 | +0.13% |
| Hartford Balanced Income R4 | |||