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MVCAX vs SDVRX
MVCAX vs SDVRX Comparison
Open Charts MVCAX vs SDVRX
MVCAX vs SDVRX Comparison Chart in %
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MVCAX vs. SDVRX 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 SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. SDVRX (190M). MVCAX pays higher dividends than SDVRX: MVCAX (1.11) vs SDVRX (0.69). MVCAX was incepted earlier than SDVRX: MVCAX (25 years) vs SDVRX (12 years). SDVRX (6.37) is less costly to investors than MVCAX (0.98). SDVRX is a more actively managed with annual turnover of: 111.00 vs. MVCAX (24.00). SDVRX has a lower initial minimum investment than MVCAX: SDVRX (0) vs MVCAX (1000). SDVRX annual gain was more profitable for investors over the last year : 29.68 vs. MVCAX (9.45). SDVRX return over 5 years is better than : 59.84 vs. MVCAX (17.60).
| MVCAX | SDVRX | MVCAX / SDVRX | |
| Total Expense Ratio | 0.97 | 1.45 | 67% |
| Annual Report Gross Expense Ratio | 0.98 | 6.37 | 15% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 13.136 | 19.920 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 190M | 9,053% |
| Annual Yield % from dividends | 1.11 | 0.69 | 161% |
| Returns for 1 year | 9.45 | 29.68 | 32% |
| Returns for 3 years | 20.06 | 57.81 | 35% |
| Returns for 5 years | 17.60 | 59.84 | 29% |
| Returns for 10 years | 82.57 | 88.50 | 93% |
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