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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
Sep 16, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FRBSX (754M). MVCAX pays higher dividends than FRBSX: MVCAX (1.08) vs FRBSX (0.95). 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 annual gain was more profitable for investors over the last year : 7.68 vs. FRBSX (4.17). MVCAX return over 5 years is better than : 15.37 vs. FRBSX (2.54).
| 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 | 8.159 | 13.602 | 60% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 16.9B | 4% |
| Annual Yield % from dividends | 0.95 | 1.08 | 88% |
| Returns for 1 year | 4.17 | 7.68 | 54% |
| Returns for 3 years | 21.73 | 24.38 | 89% |
| Returns for 5 years | 2.54 | 15.37 | 17% |
| Returns for 10 years | 16.58 | 84.41 | 20% |
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