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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
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 FIUSX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. FIUSX (581M). MVCAX pays higher dividends than FIUSX: MVCAX (1.09) vs FIUSX (0.56). 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 : 16.62 vs. MVCAX (13.14). MVCAX (20.74) and FIUSX (20.30) have equivalent 5 years return.
| 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 | 21.256 | 17.692 | 120% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 17.7B | 3% |
| Annual Yield % from dividends | 0.56 | 1.09 | 51% |
| Returns for 1 year | 16.62 | 13.14 | 126% |
| Returns for 3 years | 37.59 | 29.68 | 127% |
| Returns for 5 years | 20.30 | 20.74 | 98% |
| Returns for 10 years | 11.35 | 86.14 | 13% |
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