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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
Sep 19, 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: 16.8B vs. FSOAX (2.63B). MVCAX pays higher dividends than FSOAX: MVCAX (1.08) 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 : 18.00 vs. MVCAX (5.89). FSOAX return over 5 years is better than : 27.35 vs. MVCAX (15.06).
| 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 | 24.232 | 12.305 | 197% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 16.8B | 16% |
| Annual Yield % from dividends | 0.75 | 1.08 | 69% |
| Returns for 1 year | 18.00 | 5.89 | 306% |
| Returns for 3 years | 27.52 | 23.09 | 119% |
| Returns for 5 years | 27.35 | 15.06 | 182% |
| Returns for 10 years | 40.12 | 82.13 | 49% |
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