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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
Jun 04, 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 Buy and MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. MVTRX (790M). MVTRX pays higher dividends than MVCAX: MVTRX (1.65) vs MVCAX (1.16). 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 : 9.57 vs. MVTRX (-0.92). MVCAX return over 5 years is better than : 9.01 vs. MVTRX (-25.50).
| 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 | 7.715 | 5.060 | 152% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 790M | 2,127% |
| Annual Yield % from dividends | 1.16 | 1.65 | 70% |
| Returns for 1 year | 9.57 | -0.92 | -1,045% |
| Returns for 3 years | 21.83 | 6.25 | 350% |
| Returns for 5 years | 9.01 | -25.50 | -35% |
| Returns for 10 years | 76.09 | N/A | - |
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