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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
Aug 11, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.8B vs. FIVUX (591M). MVCAX pays higher dividends than FIVUX: MVCAX (1.09) 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 : 20.92 vs. MVCAX (15.11). FIVUX return over 5 years is better than : 22.13 vs. MVCAX (19.88).
| 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 | 23.088 | 17.659 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 591M | 17.8B | 3% |
| Annual Yield % from dividends | 0.53 | 1.09 | 49% |
| Returns for 1 year | 20.92 | 15.11 | 138% |
| Returns for 3 years | 37.10 | 24.86 | 149% |
| Returns for 5 years | 22.13 | 19.88 | 111% |
| Returns for 10 years | 21.31 | 88.00 | 24% |
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