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FSOAX vs MVCAX
FSOAX vs MVCAX Comparison
Open Charts FSOAX vs MVCAX
FSOAX vs MVCAX Comparison Chart in %
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FSOAX vs. MVCAX commentary
Jun 04, 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 FSOAX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FSOAX (2.2B). MVCAX pays higher dividends than FSOAX: MVCAX (1.16) vs FSOAX (0.80). FSOAX was incepted earlier than MVCAX: FSOAX (30 years) vs MVCAX (25 years). MVCAX (0.98) and FSOAX (0.96) have similar cost to investors . FSOAX is a more actively managed with annual turnover of: 57.00 vs. MVCAX (24.00). FSOAX (6%) and MVCAX (6%) have equivalent initial investment costs. FSOAX has a lower initial minimum investment than MVCAX: FSOAX (0) vs MVCAX (1000). FSOAX annual gain was more profitable for investors over the last year : 29.80 vs. MVCAX (9.57). FSOAX return over 5 years is better than : 19.18 vs. MVCAX (9.01).
| FSOAX | MVCAX | FSOAX / MVCAX | |
| Total Expense Ratio | 0.96 | 0.97 | 99% |
| Annual Report Gross Expense Ratio | 0.96 | 0.98 | 98% |
| Fund Existence | 30 years | 25 years | - |
| Gain YTD | 20.495 | 7.715 | 266% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 16.8B | 13% |
| Annual Yield % from dividends | 0.80 | 1.16 | 69% |
| Returns for 1 year | 29.80 | 9.57 | 311% |
| Returns for 3 years | 32.00 | 21.83 | 147% |
| Returns for 5 years | 19.18 | 9.01 | 213% |
| Returns for 10 years | 37.56 | 76.09 | 49% |
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