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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
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 IASAX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. IASAX (276M). IASAX pays higher dividends than MVCAX: IASAX (1.48) vs MVCAX (1.09). 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 : 12.43 vs. IASAX (10.26). MVCAX return over 5 years is better than : 20.74 vs. IASAX (-14.68).
| 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 | 10.144 | 17.692 | 57% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 17.6B | 2% |
| Annual Yield % from dividends | 1.48 | 1.09 | 135% |
| Returns for 1 year | 10.26 | 12.43 | 82% |
| Returns for 3 years | 18.47 | 29.04 | 64% |
| Returns for 5 years | -14.68 | 20.74 | -71% |
| Returns for 10 years | 9.16 | 86.77 | 11% |
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