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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
May 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16B vs. FSMVX (1.67B). FSMVX (0.95) and MVCAX (0.93) 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 (0.83). 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 : -6.92 vs. FSMVX (-10.19). FSMVX return over 5 years is better than : 65.63 vs. MVCAX (59.08).
| FSMVX | MVCAX | FSMVX / MVCAX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 0.83 | 1.00 | 83% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -11.376 | -6.845 | 166% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 16B | 10% |
| Annual Yield % from dividends | 0.95 | 0.93 | 102% |
| Returns for 1 year | -10.19 | -6.92 | 147% |
| Returns for 3 years | 2.84 | 0.44 | 644% |
| Returns for 5 years | 65.63 | 59.08 | 111% |
| Returns for 10 years | 12.04 | 46.47 | 26% |
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