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FSMVX vs MVCAX
FSMVX vs MVCAX Comparison
Open Charts FSMVX vs MVCAX
FSMVX vs MVCAX Comparison Chart
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FSMVX vs. MVCAX commentary
Apr 05, 2025
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 FSMVX is a Buy and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16B vs. FSMVX (1.75B). FSMVX (0.92) and MVCAX (0.90) have matching dividends . FSMVX was incepted earlier than MVCAX: FSMVX (23 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FSMVX (0.87). FSMVX is a more actively managed with annual turnover of: 78.00 vs. MVCAX (27.00). FSMVX has a lower initial minimum investment than MVCAX: FSMVX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -4.59 vs. FSMVX (-10.35). FSMVX return over 5 years is better than : 107.95 vs. MVCAX (96.65).
| FSMVX | MVCAX | FSMVX / MVCAX | |
| Total Expense Ratio | 0.87 | 0.99 | 88% |
| Annual Report Gross Expense Ratio | 0.87 | 1.00 | 87% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -6.401 | -1.369 | 468% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 16B | 11% |
| Annual Yield % from dividends | 0.92 | 0.90 | 103% |
| Returns for 1 year | -10.35 | -4.59 | 226% |
| Returns for 3 years | 2.31 | 0.73 | 316% |
| Returns for 5 years | 107.95 | 96.65 | 112% |
| Returns for 10 years | 18.99 | 55.23 | 34% |
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