CVERX
Price
$19.01
Change
+$0.16 (+0.85%)
Updated
Jul 27 closing price
Net Assets
3.3B
MVCAX
Price
$34.59
Change
+$0.23 (+0.67%)
Updated
Jul 27 closing price
Net Assets
17.35B
Interact to see
Advertisement

CVERX vs MVCAX

CVERX vs MVCAX Comparison Chart in %
View a ticker or compare two or three
VS
CVERX vs. MVCAX commentary
Jul 28, 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 CVERX is a Buy and MVCAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. CVERX (3.3B). MVCAX pays higher dividends than CVERX: MVCAX (1.11) vs CVERX (0.69). CVERX was incepted earlier than MVCAX: CVERX (14 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than CVERX (0.80). MVCAX is a more actively managed with annual turnover of: 24.00 vs. CVERX (15.00). CVERX has a lower initial minimum investment than MVCAX: CVERX (0) vs MVCAX (1000). CVERX annual gain was more profitable for investors over the last year : 26.36 vs. MVCAX (9.23). CVERX return over 5 years is better than : 41.22 vs. MVCAX (18.46).
CVERXMVCAXCVERX / MVCAX
Total Expense Ratio0.800.9782%
Annual Report Gross Expense Ratio0.800.9882%
Fund Existence14 years25 years-
Gain YTD22.67114.267159%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.3B17.4B19%
Annual Yield % from dividends0.691.1162%
Returns for 1 year26.369.23286%
Returns for 3 years45.4219.51233%
Returns for 5 years41.2218.46223%
Returns for 10 years35.1582.0543%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HDOGX15.50N/A
N/A
Hennessy Total Return Investor
PJIQX17.93N/A
N/A
PGIM Jennison Global Equity Income R6
PQIIX15.49N/A
N/A
PIMCO Dividend and Income Institutional
BDOIX13.82N/A
N/A
iShares MSCI Total Intl Idx Instl
JCMVX31.24N/A
N/A
JPMorgan Mid Cap Value C