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IASAX vs MVCAX
IASAX vs MVCAX Comparison
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IASAX vs MVCAX Comparison Chart in %
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IASAX vs. MVCAX commentary
Jul 14, 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 IASAX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IASAX (271M). IASAX pays higher dividends than MVCAX: IASAX (1.51) vs MVCAX (1.11). IASAX was incepted earlier than MVCAX: IASAX (24 years) vs MVCAX (25 years). IASAX (1.71) is less costly to investors than MVCAX (0.98). IASAX is a more actively managed with annual turnover of: 61.00 vs. MVCAX (24.00). IASAX has a lower initial minimum investment than MVCAX: IASAX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 9.45 vs. IASAX (8.14). MVCAX return over 5 years is better than : 17.60 vs. IASAX (-10.73).
| IASAX | MVCAX | IASAX / MVCAX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.71 | 0.98 | 174% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 14.724 | 13.136 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 17.2B | 2% |
| Annual Yield % from dividends | 1.51 | 1.11 | 136% |
| Returns for 1 year | 8.14 | 9.45 | 86% |
| Returns for 3 years | 4.14 | 20.06 | 21% |
| Returns for 5 years | -10.73 | 17.60 | -61% |
| Returns for 10 years | 5.08 | 82.57 | 6% |
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