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FSOAX vs MVCAX
FSOAX vs MVCAX Comparison
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FSOAX vs MVCAX Comparison Chart in %
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FSOAX vs. MVCAX commentary
Aug 20, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. FSOAX (2.55B). MVCAX pays higher dividends than FSOAX: MVCAX (1.09) vs FSOAX (0.75). 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 : 26.40 vs. MVCAX (12.43). FSOAX return over 5 years is better than : 32.84 vs. MVCAX (20.74).
| 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 | 29.469 | 17.692 | 167% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 17.6B | 15% |
| Annual Yield % from dividends | 0.75 | 1.09 | 68% |
| Returns for 1 year | 26.40 | 12.43 | 212% |
| Returns for 3 years | 33.09 | 29.04 | 114% |
| Returns for 5 years | 32.84 | 20.74 | 158% |
| Returns for 10 years | 43.71 | 86.77 | 50% |
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