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EAPDX vs MVCAX
EAPDX vs MVCAX Comparison
Open Charts EAPDX vs MVCAX
Parametric Dividend Income A
Price$15.47
Change-$0.32 (-2.03%)
VolumeN/A
Net Assets18.97M
EAPDX vs MVCAX Comparison Chart
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EAPDX vs. MVCAX commentary
May 22, 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 EAPDX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. EAPDX (19M). EAPDX pays higher dividends than MVCAX: EAPDX (2.88) vs MVCAX (0.93). EAPDX was incepted earlier than MVCAX: EAPDX (11 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than EAPDX (0.82). EAPDX is a more actively managed with annual turnover of: 53.00 vs. MVCAX (27.00). MVCAX initial investment is less costly to investors than EAPDX (5%) vs EAPDX (5%). EAPDX (1000) and MVCAX (1000) have matching initial minimum investment requirements. EAPDX annual gain was more profitable for investors over the last year : -4.77 vs. MVCAX (-7.69). MVCAX (59.35) and EAPDX (58.59) have equivalent 5 years return.
| EAPDX | MVCAX | EAPDX / MVCAX | |
| Total Expense Ratio | 0.69 | 0.99 | 70% |
| Annual Report Gross Expense Ratio | 0.82 | 1.00 | 82% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 0.757 | -2.934 | -26% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19M | 17B | 0% |
| Annual Yield % from dividends | 2.88 | 0.93 | 309% |
| Returns for 1 year | -4.77 | -7.69 | 62% |
| Returns for 3 years | 6.17 | 7.58 | 81% |
| Returns for 5 years | 58.59 | 59.35 | 99% |
| Returns for 10 years | 65.60 | 51.03 | 129% |
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