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FIVUX vs MVCAX
FIVUX vs MVCAX Comparison
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FIVUX vs MVCAX Comparison Chart in %
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FIVUX vs. MVCAX commentary
Jun 20, 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 FIVUX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FIVUX (577M). MVCAX pays higher dividends than FIVUX: MVCAX (1.16) vs FIVUX (0.55). FIVUX was incepted earlier than MVCAX: FIVUX (13 years) vs MVCAX (25 years). MVCAX (0.98) and FIVUX (0.95) have similar cost to investors . MVCAX is a more actively managed with annual turnover of: 24.00 vs. FIVUX (18.00). FIVUX has a lower initial minimum investment than MVCAX: FIVUX (0) vs MVCAX (1000). FIVUX annual gain was more profitable for investors over the last year : 22.40 vs. MVCAX (11.03). FIVUX return over 5 years is better than : 25.45 vs. MVCAX (16.30).
| FIVUX | MVCAX | FIVUX / MVCAX | |
| Total Expense Ratio | 0.86 | 0.97 | 89% |
| Annual Report Gross Expense Ratio | 0.95 | 0.98 | 97% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 18.505 | 9.478 | 195% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 16.9B | 3% |
| Annual Yield % from dividends | 0.55 | 1.16 | 47% |
| Returns for 1 year | 22.40 | 11.03 | 203% |
| Returns for 3 years | 35.44 | 19.65 | 180% |
| Returns for 5 years | 25.45 | 16.30 | 156% |
| Returns for 10 years | 23.50 | 82.36 | 29% |
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