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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
Sep 13, 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 (752M). MVTRX pays higher dividends than MVCAX: MVTRX (1.54) vs MVCAX (1.08). 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 : 5.51 vs. MVTRX (-6.34). MVCAX return over 5 years is better than : 15.15 vs. MVTRX (-21.06).
| 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 | 12.903 | 8.631 | 149% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 752M | 2,234% |
| Annual Yield % from dividends | 1.08 | 1.54 | 70% |
| Returns for 1 year | 5.51 | -6.34 | -87% |
| Returns for 3 years | 23.61 | 4.05 | 582% |
| Returns for 5 years | 15.15 | -21.06 | -72% |
| Returns for 10 years | 83.46 | -1.25 | -6,651% |
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