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DHTAX vs MVCAX
DHTAX vs MVCAX Comparison
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DHTAX vs MVCAX Comparison Chart in %
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DHTAX 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 DHTAX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. DHTAX (550M). MVCAX pays higher dividends than DHTAX: MVCAX (1.09) vs DHTAX (0.56). DHTAX was incepted earlier than MVCAX: DHTAX (21 years) vs MVCAX (25 years). DHTAX (1.18) is less costly to investors than MVCAX (0.98). DHTAX is a more actively managed with annual turnover of: 50.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than DHTAX: MVCAX (1000) vs DHTAX (2500). MVCAX annual gain was more profitable for investors over the last year : 13.14 vs. DHTAX (7.41). MVCAX (20.74) and DHTAX (20.38) have equivalent 5 years return.
| DHTAX | MVCAX | DHTAX / MVCAX | |
| Total Expense Ratio | 1.18 | 0.97 | 122% |
| Annual Report Gross Expense Ratio | 1.18 | 0.98 | 120% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 10.020 | 17.692 | 57% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 17.7B | 3% |
| Annual Yield % from dividends | 0.56 | 1.09 | 51% |
| Returns for 1 year | 7.41 | 13.14 | 56% |
| Returns for 3 years | 41.92 | 29.68 | 141% |
| Returns for 5 years | 20.38 | 20.74 | 98% |
| Returns for 10 years | 118.38 | 86.14 | 137% |
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