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DHTAX vs MVCAX
DHTAX vs MVCAX Comparison
Open Charts DHTAX vs MVCAX
DHTAX vs MVCAX Comparison Chart
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DHTAX 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 DHTAX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. DHTAX (522M). MVCAX pays higher dividends than DHTAX: MVCAX (0.93) vs DHTAX (0.61). DHTAX was incepted earlier than MVCAX: DHTAX (19 years) vs MVCAX (24 years). DHTAX (1.16) is less costly to investors than MVCAX (1.00). DHTAX is a more actively managed with annual turnover of: 44.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than DHTAX: MVCAX (1000) vs DHTAX (2500). DHTAX annual gain was more profitable for investors over the last year : -4.25 vs. MVCAX (-7.69). DHTAX return over 5 years is better than : 88.58 vs. MVCAX (59.35).
| DHTAX | MVCAX | DHTAX / MVCAX | |
| Total Expense Ratio | 1.16 | 0.99 | 117% |
| Annual Report Gross Expense Ratio | 1.16 | 1.00 | 116% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -2.945 | -2.934 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 17B | 3% |
| Annual Yield % from dividends | 0.61 | 0.93 | 65% |
| Returns for 1 year | -4.25 | -7.69 | 55% |
| Returns for 3 years | 23.05 | 7.58 | 304% |
| Returns for 5 years | 88.58 | 59.35 | 149% |
| Returns for 10 years | 63.34 | 51.03 | 124% |
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