Interact to see
Advertisement
Advertisement
FBSRX vs MVCAX
FBSRX vs MVCAX Comparison
Open Charts FBSRX vs MVCAX
FBSRX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSRX vs. MVCAX commentary
Jun 04, 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 FBSRX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FBSRX (755M). MVCAX pays higher dividends than FBSRX: MVCAX (1.16) vs FBSRX (0.75). FBSRX was incepted earlier than MVCAX: FBSRX (24 years) vs MVCAX (25 years). FBSRX (1.18) is less costly to investors than MVCAX (0.98). FBSRX is a more actively managed with annual turnover of: 48.72 vs. MVCAX (24.00). FBSRX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX (9.57) and FBSRX (9.26) have marching annual gain over last year. MVCAX return over 5 years is better than : 9.01 vs. FBSRX (-3.30).
| FBSRX | MVCAX | FBSRX / MVCAX | |
| Total Expense Ratio | 1.16 | 0.97 | 120% |
| Annual Report Gross Expense Ratio | 1.18 | 0.98 | 120% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 5.848 | 7.715 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 16.8B | 4% |
| Annual Yield % from dividends | 0.75 | 1.16 | 64% |
| Returns for 1 year | 9.26 | 9.57 | 97% |
| Returns for 3 years | 21.84 | 21.83 | 100% |
| Returns for 5 years | -3.30 | 9.01 | -37% |
| Returns for 10 years | 14.42 | 76.09 | 19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement