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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
Jun 24, 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 Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. ISMSX (265M). ISMSX pays higher dividends than MVCAX: ISMSX (1.66) vs MVCAX (1.16). ISMSX was incepted earlier than MVCAX: ISMSX (17 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 : 10.97 vs. ISMSX (8.78). MVCAX return over 5 years is better than : 14.68 vs. ISMSX (-14.20).
| ISMSX | MVCAX | ISMSX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.97 | 129% |
| Annual Report Gross Expense Ratio | 1.61 | 0.98 | 164% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 11.032 | 10.908 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 17.1B | 2% |
| Annual Yield % from dividends | 1.66 | 1.16 | 143% |
| Returns for 1 year | 8.78 | 10.97 | 80% |
| Returns for 3 years | 5.35 | 24.45 | 22% |
| Returns for 5 years | -14.20 | 14.68 | -97% |
| Returns for 10 years | 8.21 | 88.70 | 9% |
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