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FRBSX vs MVCAX
FRBSX vs MVCAX Comparison
Open Charts FRBSX vs MVCAX
FRBSX vs MVCAX Comparison Chart in %
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FRBSX vs. MVCAX commentary
Jun 03, 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 FRBSX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FRBSX (755M). MVCAX pays higher dividends than FRBSX: MVCAX (1.16) vs FRBSX (0.98). FRBSX was incepted earlier than MVCAX: FRBSX (36 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than FRBSX (0.93). FRBSX is a more actively managed with annual turnover of: 48.72 vs. MVCAX (24.00). MVCAX (6%) and FRBSX (6%) have equivalent initial investment costs. FRBSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX (9.57) and FRBSX (9.53) have marching annual gain over last year. MVCAX return over 5 years is better than : 9.01 vs. FRBSX (-2.50).
| FRBSX | MVCAX | FRBSX / MVCAX | |
| Total Expense Ratio | 0.91 | 0.97 | 94% |
| Annual Report Gross Expense Ratio | 0.93 | 0.98 | 95% |
| Fund Existence | 36 years | 25 years | - |
| Gain YTD | 5.949 | 7.715 | 77% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 16.8B | 4% |
| Annual Yield % from dividends | 0.98 | 1.16 | 85% |
| Returns for 1 year | 9.53 | 9.57 | 100% |
| Returns for 3 years | 22.68 | 21.83 | 104% |
| Returns for 5 years | -2.50 | 9.01 | -28% |
| Returns for 10 years | 15.35 | 76.09 | 20% |
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