Interact to see
Advertisement
Advertisement
MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
MVCAX vs SVUIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SVUIX 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 SVUIX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. SVUIX (297M). MVCAX pays higher dividends than SVUIX: MVCAX (1.09) vs SVUIX (0.70). MVCAX was incepted earlier than SVUIX: MVCAX (25 years) vs SVUIX (18 years). SVUIX (0.99) and MVCAX (0.98) have similar cost to investors . SVUIX is a more actively managed with annual turnover of: 63.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than SVUIX: MVCAX (1000) vs SVUIX (2000000). MVCAX annual gain was more profitable for investors over the last year : 13.14 vs. SVUIX (2.67). MVCAX return over 5 years is better than : 20.74 vs. SVUIX (-57.80).
| MVCAX | SVUIX | MVCAX / SVUIX | |
| Total Expense Ratio | 0.97 | 0.92 | 105% |
| Annual Report Gross Expense Ratio | 0.98 | 0.99 | 99% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 17.692 | 11.900 | 149% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 297M | 5,960% |
| Annual Yield % from dividends | 1.09 | 0.70 | 157% |
| Returns for 1 year | 13.14 | 2.67 | 492% |
| Returns for 3 years | 29.68 | -37.97 | -78% |
| Returns for 5 years | 20.74 | -57.80 | -36% |
| Returns for 10 years | 86.14 | -51.19 | -168% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MYLD | 33.62 | 0.32 | +0.97% |
| Cambria Micro and Smcp Shld Yld ETF | |||
| HEWJ | 64.20 | 0.52 | +0.82% |
| iShares Currency Hedged MSCI Japan ETF | |||
| RND | 32.88 | 0.26 | +0.80% |
| First Trust Bloomberg R&D Leaders ETF | |||
| FTMS | 9.90 | 0.01 | +0.10% |
| Franklin Short-Term Municipal Income ETF | |||
| PAAA | 51.46 | 0.01 | +0.02% |
| PGIM AAA CLO ETF | |||