Interact to see
Advertisement
Advertisement
MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
MVCAX vs SMVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SMVZX commentary
Aug 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. SMVZX (1.25B). SMVZX pays higher dividends than MVCAX: SMVZX (1.19) vs MVCAX (1.09). 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). MVCAX annual gain was more profitable for investors over the last year : 11.71 vs. SMVZX (10.70). MVCAX return over 5 years is better than : 17.90 vs. SMVZX (-2.42).
| 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 | 14.699 | 13.711 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.25B | 1,396% |
| Annual Yield % from dividends | 1.09 | 1.19 | 92% |
| Returns for 1 year | 11.71 | 10.70 | 109% |
| Returns for 3 years | 19.96 | 23.79 | 84% |
| Returns for 5 years | 17.90 | -2.42 | -739% |
| Returns for 10 years | 85.46 | 19.15 | 446% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers