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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
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 SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. SMVZX (1.28B). SMVZX (1.13) and MVCAX (1.11) have matching dividends . 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). MVCAX has a lower initial minimum investment than SMVZX: MVCAX (1000) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 16.83 vs. MVCAX (9.45). MVCAX return over 5 years is better than : 17.60 vs. SMVZX (1.25).
| 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 | 13.136 | 17.435 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.28B | 1,343% |
| Annual Yield % from dividends | 1.11 | 1.13 | 98% |
| Returns for 1 year | 9.45 | 16.83 | 56% |
| Returns for 3 years | 20.06 | 29.76 | 67% |
| Returns for 5 years | 17.60 | 1.25 | 1,407% |
| Returns for 10 years | 82.57 | 21.91 | 377% |
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