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DFVEX vs MVCAX
DFVEX vs MVCAX Comparison
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DFVEX vs MVCAX Comparison Chart in %
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DFVEX vs. MVCAX commentary
Sep 07, 2025
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 DFVEX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. DFVEX (5.01B). DFVEX pays higher dividends than MVCAX: DFVEX (1.19) vs MVCAX (0.84). DFVEX was incepted earlier than MVCAX: DFVEX (20 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than DFVEX (0.24). MVCAX is a more actively managed with annual turnover of: 27.00 vs. DFVEX (11.00). DFVEX has a lower initial minimum investment than MVCAX: DFVEX (0) vs MVCAX (1000). DFVEX annual gain was more profitable for investors over the last year : 15.49 vs. MVCAX (-2.57). DFVEX return over 5 years is better than : 80.00 vs. MVCAX (52.00).
| DFVEX | MVCAX | DFVEX / MVCAX | |
| Total Expense Ratio | 0.24 | 0.99 | 24% |
| Annual Report Gross Expense Ratio | 0.24 | 1.00 | 24% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 9.377 | 5.508 | 170% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 17.3B | 29% |
| Annual Yield % from dividends | 1.19 | 0.84 | 143% |
| Returns for 1 year | 15.49 | -2.57 | -604% |
| Returns for 3 years | 42.74 | 18.36 | 233% |
| Returns for 5 years | 80.00 | 52.00 | 154% |
| Returns for 10 years | 95.83 | 75.57 | 127% |
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