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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
MVCAX vs SMVZX Comparison Chart in %
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MVCAX vs. SMVZX commentary
Sep 12, 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 SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. SMVZX (1.2B). SMVZX pays higher dividends than MVCAX: SMVZX (1.19) vs MVCAX (1.08). MVCAX was incepted earlier than SMVZX: MVCAX (25 years) vs SMVZX (12 years). MVCAX (0.98) is less costly to investors than SMVZX (0.90). SMVZX is a more actively managed with annual turnover of: 192.00 vs. MVCAX (24.00). SMVZX has a lower initial minimum investment than MVCAX: SMVZX (0) vs MVCAX (1000). SMVZX annual gain was more profitable for investors over the last year : 6.34 vs. MVCAX (5.51). MVCAX return over 5 years is better than : 15.15 vs. SMVZX (-3.06).
| MVCAX | SMVZX | MVCAX / SMVZX | |
| Total Expense Ratio | 0.97 | 0.79 | 123% |
| Annual Report Gross Expense Ratio | 0.98 | 0.90 | 109% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 12.903 | 12.966 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.2B | 1,405% |
| Annual Yield % from dividends | 1.08 | 1.19 | 91% |
| Returns for 1 year | 5.51 | 6.34 | 87% |
| Returns for 3 years | 23.61 | 28.09 | 84% |
| Returns for 5 years | 15.15 | -3.06 | -495% |
| Returns for 10 years | 83.46 | 16.20 | 515% |
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