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ISMSX vs MVCAX
ISMSX vs MVCAX Comparison
Open Charts ISMSX vs MVCAX
ISMSX vs MVCAX Comparison Chart in %
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ISMSX 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 ISMSX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. ISMSX (264M). MVCAX pays higher dividends than ISMSX: MVCAX (1.08) vs ISMSX (0.80). ISMSX was incepted earlier than MVCAX: ISMSX (18 years) vs MVCAX (25 years). ISMSX (1.61) is less costly to investors than MVCAX (0.98). ISMSX is a more actively managed with annual turnover of: 61.00 vs. MVCAX (24.00). ISMSX has a lower initial minimum investment than MVCAX: ISMSX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 5.51 vs. ISMSX (4.86). MVCAX return over 5 years is better than : 15.15 vs. ISMSX (-16.74).
| ISMSX | MVCAX | ISMSX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.97 | 129% |
| Annual Report Gross Expense Ratio | 1.61 | 0.98 | 164% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 6.467 | 12.903 | 50% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 16.8B | 2% |
| Annual Yield % from dividends | 0.80 | 1.08 | 74% |
| Returns for 1 year | 4.86 | 5.51 | 88% |
| Returns for 3 years | 15.97 | 23.61 | 68% |
| Returns for 5 years | -16.74 | 15.15 | -110% |
| Returns for 10 years | 8.93 | 83.46 | 11% |
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