CFSMX
Price
$13.84
Change
+$0.05 (+0.36%)
Updated
Sep 17 closing price
Net Assets
290.92M
MVCAX
Price
$33.77
Change
+$0.14 (+0.42%)
Updated
Sep 17 closing price
Net Assets
16.8B
Interact to see
Advertisement

CFSMX vs MVCAX

CFSMX vs MVCAX Comparison Chart in %
View a ticker or compare two or three
VS
CFSMX vs. MVCAX commentary
Sep 18, 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 CFSMX is a Hold and MVCAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. CFSMX (291M). MVCAX pays higher dividends than CFSMX: MVCAX (1.08) vs CFSMX (0.42). CFSMX was incepted earlier than MVCAX: CFSMX (11 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than CFSMX (0.89). CFSMX is a more actively managed with annual turnover of: 28.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than CFSMX: MVCAX (1000) vs CFSMX (100000000). MVCAX annual gain was more profitable for investors over the last year : 6.58 vs. CFSMX (2.17). MVCAX return over 5 years is better than : 15.06 vs. CFSMX (-11.92).
CFSMXMVCAXCFSMX / MVCAX
Total Expense Ratio0.850.9788%
Annual Report Gross Expense Ratio0.890.9891%
Fund Existence11 years25 years-
Gain YTD8.32712.30568%
Front LoadN/A6%-
Min. Initial Investment100000000100010,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets291M16.8B2%
Annual Yield % from dividends0.421.0838%
Returns for 1 year2.176.5833%
Returns for 3 years1.3822.916%
Returns for 5 years-11.9215.06-79%
Returns for 10 years33.5581.5841%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CSEX12.970.53
+4.26%
Tradr 2X Long CLS Daily ETF
RTRE24.140.11
+0.46%
Rareview Total Return Bond ETF
NOBL56.050.20
+0.36%
ProShares S&P 500 Dividend Aristocrats
RNIN37.49-0.02
-0.06%
Bushido Capital US SMID Cap Equity ETF
TBLD20.74-0.07
-0.34%
Thornburg Income Builder Opportunities Trust