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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
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SMVTX (1.22B). MVCAX pays higher dividends than SMVTX: MVCAX (1.08) vs SMVTX (0.67). 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). MVCAX (9.49) and SMVTX (9.36) have marching annual gain over last year. MVCAX return over 5 years is better than : 17.62 vs. SMVTX (-3.37).
| 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 | 16.229 | 14.907 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.22B | 1,422% |
| Annual Yield % from dividends | 1.08 | 0.67 | 162% |
| Returns for 1 year | 9.49 | 9.36 | 101% |
| Returns for 3 years | 27.39 | 29.62 | 92% |
| Returns for 5 years | 17.62 | -3.37 | -524% |
| Returns for 10 years | 88.12 | 14.82 | 595% |
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