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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
Jun 10, 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 SMVFX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. SMVFX (1.29B). MVCAX pays higher dividends than SMVFX: MVCAX (1.16) vs SMVFX (0.30). 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). SMVFX annual gain was more profitable for investors over the last year : 18.53 vs. MVCAX (8.69). MVCAX return over 5 years is better than : 10.25 vs. SMVFX (-5.60).
| 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 | 8.380 | 18.970 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.29B | 1,307% |
| Annual Yield % from dividends | 1.16 | 0.30 | 390% |
| Returns for 1 year | 8.69 | 18.53 | 47% |
| Returns for 3 years | 20.79 | 32.31 | 64% |
| Returns for 5 years | 10.25 | -5.60 | -183% |
| Returns for 10 years | 77.89 | 9.22 | 845% |
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