Interact to see
Advertisement
Advertisement
CMUAX vs MVCAX
CMUAX vs MVCAX Comparison
Open Charts CMUAX vs MVCAX
CMUAX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMUAX 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 CMUAX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. CMUAX (3.4B). MVCAX pays higher dividends than CMUAX: MVCAX (1.09) vs CMUAX (0.46). CMUAX was incepted earlier than MVCAX: CMUAX (25 years) vs MVCAX (25 years). CMUAX (1.13) is less costly to investors than MVCAX (0.98). MVCAX is a more actively managed with annual turnover of: 24.00 vs. CMUAX (15.00). CMUAX (6%) and MVCAX (6%) have equivalent initial investment costs. MVCAX has a lower initial minimum investment than CMUAX: MVCAX (1000) vs CMUAX (2000). CMUAX annual gain was more profitable for investors over the last year : 28.95 vs. MVCAX (13.14). CMUAX return over 5 years is better than : 41.59 vs. MVCAX (20.74).
| CMUAX | MVCAX | CMUAX / MVCAX | |
| Total Expense Ratio | 1.13 | 0.97 | 116% |
| Annual Report Gross Expense Ratio | 1.13 | 0.98 | 115% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 26.148 | 17.692 | 148% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.4B | 17.7B | 19% |
| Annual Yield % from dividends | 0.46 | 1.09 | 42% |
| Returns for 1 year | 28.95 | 13.14 | 220% |
| Returns for 3 years | 55.98 | 29.68 | 189% |
| Returns for 5 years | 41.59 | 20.74 | 201% |
| Returns for 10 years | 30.92 | 86.14 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| 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 | |||
| DFUEX | 37.85 | 0.19 | +0.50% |
| DFA US Social Core Equity 2 Portfolio | |||
| TCSHX | 16.82 | 0.07 | +0.42% |
| Transamerica Multi-Asset Income C | |||
| HBLSX | 15.26 | 0.02 | +0.13% |
| Hartford Balanced Income R4 | |||