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MVCAX vs NMVZX
MVCAX vs NMVZX Comparison
Open Charts MVCAX vs NMVZX
MVCAX vs NMVZX Comparison Chart in %
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MVCAX vs. NMVZX 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 NMVZX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. NMVZX (284M). NMVZX pays higher dividends than MVCAX: NMVZX (1.23) vs MVCAX (1.16). MVCAX was incepted earlier than NMVZX: MVCAX (25 years) vs NMVZX (9 years). MVCAX (0.98) is less costly to investors than NMVZX (0.86). NMVZX is a more actively managed with annual turnover of: 74.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than NMVZX: MVCAX (1000) vs NMVZX (2500). NMVZX annual gain was more profitable for investors over the last year : 12.57 vs. MVCAX (9.57). MVCAX return over 5 years is better than : 9.01 vs. NMVZX (-7.82).
| MVCAX | NMVZX | MVCAX / NMVZX | |
| Total Expense Ratio | 0.97 | 0.81 | 120% |
| Annual Report Gross Expense Ratio | 0.98 | 0.86 | 114% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 7.715 | 4.880 | 158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 284M | 5,915% |
| Annual Yield % from dividends | 1.16 | 1.23 | 94% |
| Returns for 1 year | 9.57 | 12.57 | 76% |
| Returns for 3 years | 21.83 | 12.56 | 174% |
| Returns for 5 years | 9.01 | -7.82 | -115% |
| Returns for 10 years | 76.09 | N/A | - |
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