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MVCAX vs SDVRX
MVCAX vs SDVRX Comparison
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MVCAX vs SDVRX Comparison Chart in %
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MVCAX vs. SDVRX commentary
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. SDVRX (198M). MVCAX pays higher dividends than SDVRX: MVCAX (1.09) vs SDVRX (0.67). 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 : 34.15 vs. MVCAX (13.14). SDVRX return over 5 years is better than : 64.21 vs. MVCAX (20.74).
| 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 | 17.692 | 25.601 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 198M | 8,939% |
| Annual Yield % from dividends | 1.09 | 0.67 | 164% |
| Returns for 1 year | 13.14 | 34.15 | 38% |
| Returns for 3 years | 29.68 | 70.66 | 42% |
| Returns for 5 years | 20.74 | 64.21 | 32% |
| Returns for 10 years | 86.14 | 94.82 | 91% |
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