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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
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MVCAX vs SMVZX Comparison Chart in %
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MVCAX vs. SMVZX commentary
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. SMVZX (1.24B). 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). SMVZX has a lower initial minimum investment than MVCAX: SMVZX (0) vs MVCAX (1000). MVCAX (13.14) and SMVZX (12.68) have marching annual gain over last year. MVCAX return over 5 years is better than : 20.74 vs. SMVZX (0.45).
| 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 | 17.692 | 16.111 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 1.24B | 1,430% |
| Annual Yield % from dividends | 1.09 | 1.19 | 92% |
| Returns for 1 year | 13.14 | 12.68 | 104% |
| Returns for 3 years | 29.68 | 32.37 | 92% |
| Returns for 5 years | 20.74 | 0.45 | 4,627% |
| Returns for 10 years | 86.14 | 16.42 | 525% |
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