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MVCAX vs SAMVX
MVCAX vs SAMVX Comparison
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MVCAX vs SAMVX Comparison Chart in %
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MVCAX vs. SAMVX commentary
Jul 06, 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 SAMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. SAMVX (1.28B). MVCAX pays higher dividends than SAMVX: MVCAX (1.11) vs SAMVX (0.84). MVCAX was incepted earlier than SAMVX: MVCAX (25 years) vs SAMVX (23 years). SAMVX (1.31) is less costly to investors than MVCAX (0.98). SAMVX is a more actively managed with annual turnover of: 192.00 vs. MVCAX (24.00). MVCAX (6%) and SAMVX (6%) have equivalent initial investment costs. MVCAX has a lower initial minimum investment than SAMVX: MVCAX (1000) vs SAMVX (2500). SAMVX annual gain was more profitable for investors over the last year : 16.79 vs. MVCAX (9.75). MVCAX return over 5 years is better than : 16.15 vs. SAMVX (-3.25).
| MVCAX | SAMVX | MVCAX / SAMVX | |
| Total Expense Ratio | 0.97 | 1.31 | 74% |
| Annual Report Gross Expense Ratio | 0.98 | 1.31 | 75% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 13.402 | 17.695 | 76% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.28B | 1,359% |
| Annual Yield % from dividends | 1.11 | 0.84 | 132% |
| Returns for 1 year | 9.75 | 16.79 | 58% |
| Returns for 3 years | 21.59 | 28.59 | 76% |
| Returns for 5 years | 16.15 | -3.25 | -497% |
| Returns for 10 years | 87.26 | 17.52 | 498% |
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