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MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
MVCAX vs SMVTX Comparison Chart in %
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MVCAX vs. SMVTX commentary
Jul 06, 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 SMVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. SMVTX (1.28B). MVCAX pays higher dividends than SMVTX: MVCAX (1.11) vs SMVTX (0.64). MVCAX was incepted earlier than SMVTX: MVCAX (25 years) vs SMVTX (25 years). SMVTX (1.04) is less costly to investors than MVCAX (0.98). SMVTX is a more actively managed with annual turnover of: 192.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than SMVTX: MVCAX (1000) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 17.73 vs. MVCAX (9.75). MVCAX return over 5 years is better than : 16.15 vs. SMVTX (-0.65).
| MVCAX | SMVTX | MVCAX / SMVTX | |
| Total Expense Ratio | 0.97 | 0.99 | 98% |
| Annual Report Gross Expense Ratio | 0.98 | 1.04 | 94% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 13.402 | 17.976 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.28B | 1,359% |
| Annual Yield % from dividends | 1.11 | 0.64 | 175% |
| Returns for 1 year | 9.75 | 17.73 | 55% |
| Returns for 3 years | 21.59 | 30.71 | 70% |
| Returns for 5 years | 16.15 | -0.65 | -2,480% |
| Returns for 10 years | 87.26 | 23.12 | 377% |
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