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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
Jul 14, 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: 17.2B vs. FIVVX (585M). MVCAX pays higher dividends than FIVVX: MVCAX (1.11) 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 : 17.98 vs. MVCAX (8.73). FIVVX return over 5 years is better than : 22.25 vs. MVCAX (16.18).
| 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 | 20.630 | 13.136 | 157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 17.2B | 3% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 17.98 | 8.73 | 206% |
| Returns for 3 years | 34.68 | 20.06 | 173% |
| Returns for 5 years | 22.25 | 16.18 | 138% |
| Returns for 10 years | 22.22 | 82.84 | 27% |