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MARFX vs MVCAX
MARFX vs MVCAX Comparison
Open Charts MARFX vs MVCAX
MARFX vs MVCAX Comparison Chart in %
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MARFX vs. MVCAX commentary
Jul 14, 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 MARFX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. MARFX (1.11B). MARFX pays higher dividends than MVCAX: MARFX (1.62) vs MVCAX (1.11). MARFX was incepted earlier than MVCAX: MARFX (31 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than MARFX (0.84). MARFX is a more actively managed with annual turnover of: 75.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than MARFX: MVCAX (1000) vs MARFX (2000000). MARFX annual gain was more profitable for investors over the last year : 11.61 vs. MVCAX (9.45). MARFX (17.83) and MVCAX (17.60) have equivalent 5 years return.
| MARFX | MVCAX | MARFX / MVCAX | |
| Total Expense Ratio | 0.75 | 0.97 | 77% |
| Annual Report Gross Expense Ratio | 0.84 | 0.98 | 86% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | 14.636 | 13.136 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 17.2B | 6% |
| Annual Yield % from dividends | 1.62 | 1.11 | 146% |
| Returns for 1 year | 11.61 | 9.45 | 123% |
| Returns for 3 years | 22.25 | 20.06 | 111% |
| Returns for 5 years | 17.83 | 17.60 | 101% |
| Returns for 10 years | 51.16 | 82.57 | 62% |
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