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MVCAX vs MVTRX
MVCAX vs MVTRX Comparison
Open Charts MVCAX vs MVTRX
MVCAX vs MVTRX Comparison Chart in %
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MVCAX vs. MVTRX 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 MVCAX is a Hold and MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. MVTRX (788M). MVTRX pays higher dividends than MVCAX: MVTRX (1.59) vs MVCAX (1.09). MVCAX was incepted earlier than MVTRX: MVCAX (25 years) vs MVTRX (10 years). MVCAX (0.98) is less costly to investors than MVTRX (0.75). MVTRX is a more actively managed with annual turnover of: 59.00 vs. MVCAX (24.00). MVTRX has a lower initial minimum investment than MVCAX: MVTRX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 13.14 vs. MVTRX (0.30). MVCAX return over 5 years is better than : 20.74 vs. MVTRX (-18.58).
| MVCAX | MVTRX | MVCAX / MVTRX | |
| Total Expense Ratio | 0.97 | 0.75 | 129% |
| Annual Report Gross Expense Ratio | 0.98 | 0.75 | 131% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 17.692 | 13.194 | 134% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 788M | 2,246% |
| Annual Yield % from dividends | 1.09 | 1.59 | 69% |
| Returns for 1 year | 13.14 | 0.30 | 4,422% |
| Returns for 3 years | 29.68 | 8.62 | 344% |
| Returns for 5 years | 20.74 | -18.58 | -112% |
| Returns for 10 years | 86.14 | 1.61 | 5,363% |
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