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DFVEX vs MVCAX
DFVEX vs MVCAX Comparison
Open Charts DFVEX vs MVCAX
DFVEX vs MVCAX Comparison Chart
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DFVEX vs. MVCAX commentary
May 23, 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: 16.6B vs. DFVEX (4.5B). DFVEX pays higher dividends than MVCAX: DFVEX (1.38) vs MVCAX (0.93). DFVEX was incepted earlier than MVCAX: DFVEX (19 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 : 3.61 vs. MVCAX (-7.18). DFVEX return over 5 years is better than : 83.16 vs. MVCAX (59.35).
| DFVEX | MVCAX | DFVEX / MVCAX | |
| Total Expense Ratio | 0.24 | 0.99 | 24% |
| Annual Report Gross Expense Ratio | 0.24 | 1.00 | 24% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -2.606 | -2.934 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 16.6B | 27% |
| Annual Yield % from dividends | 1.38 | 0.93 | 148% |
| Returns for 1 year | 3.61 | -7.18 | -50% |
| Returns for 3 years | 23.10 | 5.86 | 394% |
| Returns for 5 years | 83.16 | 59.35 | 140% |
| Returns for 10 years | 60.39 | 51.03 | 118% |
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