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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
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 DFVEX is a StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. DFVEX (5.66B). MVCAX (1.09) and DFVEX (1.08) have matching dividends . DFVEX was incepted earlier than MVCAX: DFVEX (21 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than DFVEX (0.24). MVCAX is a more actively managed with annual turnover of: 24.00 vs. DFVEX (9.00). 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 : 24.92 vs. MVCAX (13.14). DFVEX return over 5 years is better than : 51.59 vs. MVCAX (20.74).
| DFVEX | MVCAX | DFVEX / MVCAX | |
| Total Expense Ratio | 0.24 | 0.97 | 25% |
| Annual Report Gross Expense Ratio | 0.24 | 0.98 | 24% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 16.831 | 17.692 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.66B | 17.7B | 32% |
| Annual Yield % from dividends | 1.08 | 1.09 | 99% |
| Returns for 1 year | 24.92 | 13.14 | 190% |
| Returns for 3 years | 64.43 | 29.68 | 217% |
| Returns for 5 years | 51.59 | 20.74 | 249% |
| Returns for 10 years | 131.66 | 86.14 | 153% |
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