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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
Aug 23, 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: 17.7B vs. MARFX (1.13B). MARFX pays higher dividends than MVCAX: MARFX (1.38) vs MVCAX (1.09). MARFX was incepted earlier than MVCAX: MARFX (32 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). MVCAX (13.14) and MARFX (13.02) have marching annual gain over last year. MARFX return over 5 years is better than : 23.69 vs. MVCAX (20.74).
| MARFX | MVCAX | MARFX / MVCAX | |
| Total Expense Ratio | 0.75 | 0.97 | 77% |
| Annual Report Gross Expense Ratio | 0.84 | 0.98 | 86% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 16.296 | 17.692 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 17.7B | 6% |
| Annual Yield % from dividends | 1.38 | 1.09 | 126% |
| Returns for 1 year | 13.02 | 13.14 | 99% |
| Returns for 3 years | 29.71 | 29.68 | 100% |
| Returns for 5 years | 23.69 | 20.74 | 114% |
| Returns for 10 years | 49.28 | 86.14 | 57% |
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