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FIVVX vs MVCAX
FIVVX vs MVCAX Comparison
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FIVVX vs MVCAX Comparison Chart in %
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FIVVX 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 FIVVX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. FIVVX (581M). MVCAX pays higher dividends than FIVVX: MVCAX (1.09) vs FIVVX (0.00). FIVVX was incepted earlier than MVCAX: FIVVX (13 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than FIVVX (0.87). MVCAX is a more actively managed with annual turnover of: 24.00 vs. FIVVX (18.00). FIVVX has a lower initial minimum investment than MVCAX: FIVVX (0) vs MVCAX (1000). FIVVX annual gain was more profitable for investors over the last year : 17.95 vs. MVCAX (13.14). FIVVX return over 5 years is better than : 24.13 vs. MVCAX (20.74).
| FIVVX | MVCAX | FIVVX / MVCAX | |
| Total Expense Ratio | 0.78 | 0.97 | 80% |
| Annual Report Gross Expense Ratio | 0.87 | 0.98 | 89% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 21.501 | 17.692 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 17.7B | 3% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 17.95 | 13.14 | 137% |
| Returns for 3 years | 41.11 | 29.68 | 139% |
| Returns for 5 years | 24.13 | 20.74 | 116% |
| Returns for 10 years | 19.71 | 86.14 | 23% |
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