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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
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 NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. NAMAX (3.28B). MVCAX pays higher dividends than NAMAX: MVCAX (1.08) vs NAMAX (0.66). 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 : 19.05 vs. MVCAX (5.51). NAMAX return over 5 years is better than : 37.69 vs. MVCAX (15.15).
| 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 | 12.903 | 21.186 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 3.28B | 512% |
| Annual Yield % from dividends | 1.08 | 0.66 | 165% |
| Returns for 1 year | 5.51 | 19.05 | 29% |
| Returns for 3 years | 23.61 | 50.25 | 47% |
| Returns for 5 years | 15.15 | 37.69 | 40% |
| Returns for 10 years | 83.46 | 32.11 | 260% |
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