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MVCAX vs SMVFX
MVCAX vs SMVFX Comparison
Open Charts MVCAX vs SMVFX
MVCAX vs SMVFX Comparison Chart in %
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MVCAX vs. SMVFX 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 SMVFX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. SMVFX (1.28B). MVCAX pays higher dividends than SMVFX: MVCAX (1.11) vs SMVFX (0.43). 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 : 14.16 vs. MVCAX (9.45). MVCAX return over 5 years is better than : 17.60 vs. SMVFX (-6.94).
| 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 | 13.136 | 16.527 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.28B | 1,343% |
| Annual Yield % from dividends | 1.11 | 0.43 | 257% |
| Returns for 1 year | 9.45 | 14.16 | 67% |
| Returns for 3 years | 20.06 | 23.57 | 85% |
| Returns for 5 years | 17.60 | -6.94 | -254% |
| Returns for 10 years | 82.57 | 5.27 | 1,566% |
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