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FIUSX vs MVCAX
FIUSX vs MVCAX Comparison
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FIUSX vs MVCAX Comparison Chart in %
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FIUSX vs. MVCAX commentary
Jun 24, 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 FIUSX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. FIUSX (585M). MVCAX pays higher dividends than FIUSX: MVCAX (1.16) vs FIUSX (0.57). FIUSX was incepted earlier than MVCAX: FIUSX (34 years) vs MVCAX (25 years). FIUSX (1.20) is less costly to investors than MVCAX (0.98). MVCAX is a more actively managed with annual turnover of: 24.00 vs. FIUSX (18.00). FIUSX (6%) and MVCAX (6%) have equivalent initial investment costs. FIUSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FIUSX annual gain was more profitable for investors over the last year : 21.43 vs. MVCAX (11.29). FIUSX return over 5 years is better than : 19.26 vs. MVCAX (14.75).
| FIUSX | MVCAX | FIUSX / MVCAX | |
| Total Expense Ratio | 1.11 | 0.97 | 114% |
| Annual Report Gross Expense Ratio | 1.20 | 0.98 | 122% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 18.897 | 10.210 | 185% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 17.1B | 3% |
| Annual Yield % from dividends | 0.57 | 1.16 | 50% |
| Returns for 1 year | 21.43 | 11.29 | 190% |
| Returns for 3 years | 36.92 | 23.67 | 156% |
| Returns for 5 years | 19.26 | 14.75 | 131% |
| Returns for 10 years | 19.45 | 87.51 | 22% |
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