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MVCAX vs MXMVX
MVCAX vs MXMVX Comparison
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MVCAX vs MXMVX Comparison Chart in %
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MVCAX vs. MXMVX commentary
Aug 20, 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 MXMVX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. MXMVX (1.15B). MXMVX pays higher dividends than MVCAX: MXMVX (3.67) vs MVCAX (1.09). MVCAX was incepted earlier than MXMVX: MVCAX (25 years) vs MXMVX (18 years). MXMVX (1.13) is less costly to investors than MVCAX (0.98). MXMVX is a more actively managed with annual turnover of: 197.00 vs. MVCAX (24.00). MXMVX has a lower initial minimum investment than MVCAX: MXMVX (0) vs MVCAX (1000). MXMVX annual gain was more profitable for investors over the last year : 23.31 vs. MVCAX (12.43). MXMVX return over 5 years is better than : 50.62 vs. MVCAX (20.74).
| MVCAX | MXMVX | MVCAX / MXMVX | |
| Total Expense Ratio | 0.97 | 1.05 | 92% |
| Annual Report Gross Expense Ratio | 0.98 | 1.13 | 87% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 17.692 | 19.758 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 1.15B | 1,534% |
| Annual Yield % from dividends | 1.09 | 3.67 | 30% |
| Returns for 1 year | 12.43 | 23.31 | 53% |
| Returns for 3 years | 29.04 | 57.96 | 50% |
| Returns for 5 years | 20.74 | 50.62 | 41% |
| Returns for 10 years | 86.77 | 124.70 | 70% |
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