Interact to see
Advertisement
Advertisement
MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
MVCAX vs SMVTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SMVTX commentary
Jun 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 Buy and SMVTX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. SMVTX (1.32B). MVCAX pays higher dividends than SMVTX: MVCAX (1.16) vs SMVTX (0.52). 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 : 24.05 vs. MVCAX (11.05). MVCAX return over 5 years is better than : 12.58 vs. SMVTX (3.54).
| 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 | 11.174 | 22.784 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.32B | 1,300% |
| Annual Yield % from dividends | 1.16 | 0.52 | 225% |
| Returns for 1 year | 11.05 | 24.05 | 46% |
| Returns for 3 years | 22.23 | 39.40 | 56% |
| Returns for 5 years | 12.58 | 3.54 | 356% |
| Returns for 10 years | 85.47 | 28.75 | 297% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers