Interact to see
Advertisement
Advertisement
FIVUX vs MVCAX
FIVUX vs MVCAX Comparison
Open Charts FIVUX vs MVCAX
FIVUX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVUX vs. MVCAX commentary
Jul 21, 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: 17.3B vs. FIVUX (580M). MVCAX pays higher dividends than FIVUX: MVCAX (1.11) vs FIVUX (0.53). 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 : 17.25 vs. MVCAX (9.71). FIVUX return over 5 years is better than : 23.33 vs. MVCAX (17.67).
| 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 | 19.822 | 12.936 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 17.3B | 3% |
| Annual Yield % from dividends | 0.53 | 1.11 | 48% |
| Returns for 1 year | 17.25 | 9.71 | 178% |
| Returns for 3 years | 30.90 | 17.92 | 172% |
| Returns for 5 years | 23.33 | 17.67 | 132% |
| Returns for 10 years | 18.75 | 80.90 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement