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MVCAX vs NAMAX
MVCAX vs NAMAX Comparison
Open Charts MVCAX vs NAMAX
MVCAX vs NAMAX Comparison Chart in %
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MVCAX vs. NAMAX commentary
Jul 14, 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 NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. NAMAX (3.25B). MVCAX pays higher dividends than NAMAX: MVCAX (1.11) vs NAMAX (0.67). MVCAX was incepted earlier than NAMAX: MVCAX (25 years) vs NAMAX (25 years). MVCAX (0.98) is less costly to investors than NAMAX (0.88). MVCAX is a more actively managed with annual turnover of: 24.00 vs. NAMAX (15.00). MVCAX has a lower initial minimum investment than NAMAX: MVCAX (1000) vs NAMAX (2000). NAMAX annual gain was more profitable for investors over the last year : 26.22 vs. MVCAX (9.45). NAMAX return over 5 years is better than : 37.59 vs. MVCAX (17.60).
| MVCAX | NAMAX | MVCAX / NAMAX | |
| Total Expense Ratio | 0.97 | 0.88 | 110% |
| Annual Report Gross Expense Ratio | 0.98 | 0.88 | 111% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 13.136 | 21.186 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 3.25B | 529% |
| Annual Yield % from dividends | 1.11 | 0.67 | 166% |
| Returns for 1 year | 9.45 | 26.22 | 36% |
| Returns for 3 years | 20.06 | 44.06 | 46% |
| Returns for 5 years | 17.60 | 37.59 | 47% |
| Returns for 10 years | 82.57 | 29.29 | 282% |
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