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MDRFX vs MVCAX
MDRFX vs MVCAX Comparison
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MDRFX vs MVCAX Comparison Chart in %
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MDRFX vs. MVCAX commentary
Jul 01, 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 MDRFX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. MDRFX (1.11B). MDRFX pays higher dividends than MVCAX: MDRFX (1.59) vs MVCAX (1.16). MDRFX was incepted earlier than MVCAX: MDRFX (31 years) vs MVCAX (25 years). MDRFX (1.09) is less costly to investors than MVCAX (0.98). MDRFX is a more actively managed with annual turnover of: 62.00 vs. MVCAX (24.00). MVCAX initial investment is less costly to investors than MDRFX (5%) vs MDRFX (5%). MDRFX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX (11.43) and MDRFX (10.91) have marching annual gain over last year. MVCAX return over 5 years is better than : 15.57 vs. MDRFX (9.98).
| MDRFX | MVCAX | MDRFX / MVCAX | |
| Total Expense Ratio | 1.00 | 0.97 | 103% |
| Annual Report Gross Expense Ratio | 1.09 | 0.98 | 111% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | 13.159 | 12.837 | 103% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 17.3B | 6% |
| Annual Yield % from dividends | 1.59 | 1.16 | 137% |
| Returns for 1 year | 10.91 | 11.43 | 95% |
| Returns for 3 years | 20.38 | 21.49 | 95% |
| Returns for 5 years | 9.98 | 15.57 | 64% |
| Returns for 10 years | 45.33 | 86.33 | 53% |
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