Interact to see
Advertisement
Advertisement
MVCAX vs SPVZX
MVCAX vs SPVZX Comparison
Open Charts MVCAX vs SPVZX
MVCAX vs SPVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SPVZX commentary
Jul 11, 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 SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. SPVZX (190M). SPVZX (1.12) and MVCAX (1.11) have matching dividends . MVCAX was incepted earlier than SPVZX: MVCAX (25 years) vs SPVZX (21 years). SPVZX (1.00) and MVCAX (0.98) have similar cost to investors . SPVZX is a more actively managed with annual turnover of: 111.00 vs. MVCAX (24.00). SPVZX has a lower initial minimum investment than MVCAX: SPVZX (0) vs MVCAX (1000). SPVZX annual gain was more profitable for investors over the last year : 28.87 vs. MVCAX (8.38). SPVZX return over 5 years is better than : 60.31 vs. MVCAX (15.80).
| MVCAX | SPVZX | MVCAX / SPVZX | |
| Total Expense Ratio | 0.97 | 0.88 | 110% |
| Annual Report Gross Expense Ratio | 0.98 | 1.00 | 98% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 12.770 | 19.927 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 190M | 9,053% |
| Annual Yield % from dividends | 1.11 | 1.12 | 99% |
| Returns for 1 year | 8.38 | 28.87 | 29% |
| Returns for 3 years | 19.67 | 59.60 | 33% |
| Returns for 5 years | 15.80 | 60.31 | 26% |
| Returns for 10 years | 82.25 | 98.25 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement