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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
Jul 26, 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 Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. IASSX (271M). IASSX pays higher dividends than MVCAX: IASSX (1.58) vs MVCAX (1.11). 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 : 9.85 vs. IASSX (8.68). MVCAX return over 5 years is better than : 19.01 vs. IASSX (-5.97).
| 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 | 15.278 | 14.267 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 17.4B | 2% |
| Annual Yield % from dividends | 1.58 | 1.11 | 142% |
| Returns for 1 year | 8.68 | 9.85 | 88% |
| Returns for 3 years | 4.91 | 18.95 | 26% |
| Returns for 5 years | -5.97 | 19.01 | -31% |
| Returns for 10 years | 13.08 | 82.76 | 16% |
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