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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
Jun 03, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. FSMVX (1.75B). FSMVX (0.91) and MVCAX (0.89) 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 : -6.19 vs. FSMVX (-9.68). FSMVX return over 5 years is better than : 52.81 vs. MVCAX (45.35).
| 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 | -6.534 | -2.119 | 308% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 16.7B | 10% |
| Annual Yield % from dividends | 0.91 | 0.89 | 102% |
| Returns for 1 year | -9.68 | -6.19 | 156% |
| Returns for 3 years | 5.81 | 2.40 | 242% |
| Returns for 5 years | 52.81 | 45.35 | 116% |
| Returns for 10 years | 17.61 | 54.35 | 32% |
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