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IASSX vs MVCAX
IASSX vs MVCAX Comparison
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IASSX vs MVCAX Comparison Chart in %
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IASSX vs. MVCAX commentary
Sep 13, 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 IASSX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IASSX (264M). MVCAX pays higher dividends than IASSX: MVCAX (1.08) vs IASSX (0.81). IASSX was incepted earlier than MVCAX: IASSX (24 years) vs MVCAX (25 years). IASSX (1.46) is less costly to investors than MVCAX (0.98). IASSX is a more actively managed with annual turnover of: 61.00 vs. MVCAX (24.00). IASSX has a lower initial minimum investment than MVCAX: IASSX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 6.50 vs. IASSX (5.77). MVCAX return over 5 years is better than : 16.23 vs. IASSX (-12.60).
| IASSX | MVCAX | IASSX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.97 | 113% |
| Annual Report Gross Expense Ratio | 1.46 | 0.98 | 149% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 7.341 | 13.967 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 16.9B | 2% |
| Annual Yield % from dividends | 0.81 | 1.08 | 75% |
| Returns for 1 year | 5.77 | 6.50 | 89% |
| Returns for 3 years | 18.48 | 24.78 | 75% |
| Returns for 5 years | -12.60 | 16.23 | -78% |
| Returns for 10 years | 16.72 | 85.19 | 20% |
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