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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
Jun 25, 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: 17B vs. IASSX (267M). IASSX pays higher dividends than MVCAX: IASSX (1.65) vs MVCAX (1.16). 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). IASSX (9.68) and MVCAX (9.54) have marching annual gain over last year. MVCAX return over 5 years is better than : 13.02 vs. IASSX (-10.79).
| 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 | 11.759 | 10.276 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 17B | 2% |
| Annual Yield % from dividends | 1.65 | 1.16 | 142% |
| Returns for 1 year | 9.68 | 9.54 | 101% |
| Returns for 3 years | 8.67 | 23.74 | 37% |
| Returns for 5 years | -10.79 | 13.02 | -83% |
| Returns for 10 years | 16.29 | 87.62 | 19% |
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