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FSMVX vs MVCAX
FSMVX vs MVCAX Comparison
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FSMVX vs MVCAX Comparison Chart in %
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FSMVX vs. MVCAX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FSMVX (1.69B). FSMVX (0.87) and MVCAX (0.86) have matching dividends . FSMVX was incepted earlier than MVCAX: FSMVX (24 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FSMVX (0.83). FSMVX is a more actively managed with annual turnover of: 96.00 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 : -3.51 vs. FSMVX (-3.91). FSMVX return over 5 years is better than : 64.53 vs. MVCAX (50.80).
| FSMVX | MVCAX | FSMVX / MVCAX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 0.83 | 1.00 | 83% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 3.350 | 5.574 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 17.3B | 10% |
| Annual Yield % from dividends | 0.87 | 0.86 | 101% |
| Returns for 1 year | -3.91 | -3.51 | 111% |
| Returns for 3 years | 21.93 | 14.98 | 146% |
| Returns for 5 years | 64.53 | 50.80 | 127% |
| Returns for 10 years | 40.86 | 75.50 | 54% |