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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
Sep 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FIVUX (564M). MVCAX pays higher dividends than FIVUX: MVCAX (1.08) vs FIVUX (0.54). 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 : 13.87 vs. MVCAX (10.00). FIVUX return over 5 years is better than : 18.07 vs. MVCAX (15.58).
| 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 | 19.250 | 15.796 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 564M | 17.3B | 3% |
| Annual Yield % from dividends | 0.54 | 1.08 | 50% |
| Returns for 1 year | 13.87 | 10.00 | 139% |
| Returns for 3 years | 33.20 | 24.07 | 138% |
| Returns for 5 years | 18.07 | 15.58 | 116% |
| Returns for 10 years | 16.11 | 82.78 | 19% |
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