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MVCAX vs SMVFX
MVCAX vs SMVFX Comparison
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MVCAX vs SMVFX Comparison Chart in %
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MVCAX vs. SMVFX commentary
Aug 24, 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 SMVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. SMVFX (1.24B). MVCAX pays higher dividends than SMVFX: MVCAX (1.09) vs SMVFX (0.46). MVCAX was incepted earlier than SMVFX: MVCAX (25 years) vs SMVFX (25 years). SMVFX (2.01) is less costly to investors than MVCAX (0.98). SMVFX is a more actively managed with annual turnover of: 192.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than SMVFX: MVCAX (1000) vs SMVFX (2500). MVCAX annual gain was more profitable for investors over the last year : 13.14 vs. SMVFX (10.12). MVCAX return over 5 years is better than : 20.74 vs. SMVFX (-7.70).
| MVCAX | SMVFX | MVCAX / SMVFX | |
| Total Expense Ratio | 0.97 | 1.76 | 55% |
| Annual Report Gross Expense Ratio | 0.98 | 2.01 | 49% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 17.692 | 15.080 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 1.24B | 1,430% |
| Annual Yield % from dividends | 1.09 | 0.46 | 240% |
| Returns for 1 year | 13.14 | 10.12 | 130% |
| Returns for 3 years | 29.68 | 25.98 | 114% |
| Returns for 5 years | 20.74 | -7.70 | -269% |
| Returns for 10 years | 86.14 | 0.52 | 16,506% |
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