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MVCAX vs TOTRX
MVCAX vs TOTRX Comparison
Open Charts MVCAX vs TOTRX
MVCAX vs TOTRX Comparison Chart in %
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MVCAX vs. TOTRX commentary
Jun 04, 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 TOTRX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. TOTRX (790M). MVCAX (1.16) and TOTRX (1.16) have matching dividends . MVCAX was incepted earlier than TOTRX: MVCAX (25 years) vs TOTRX (9 years). TOTRX (1.24) is less costly to investors than MVCAX (0.98). TOTRX is a more actively managed with annual turnover of: 59.00 vs. MVCAX (24.00). TOTRX has a lower initial minimum investment than MVCAX: TOTRX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 9.57 vs. TOTRX (-1.51). MVCAX return over 5 years is better than : 9.01 vs. TOTRX (-27.02).
| MVCAX | TOTRX | MVCAX / TOTRX | |
| Total Expense Ratio | 0.97 | 1.24 | 78% |
| Annual Report Gross Expense Ratio | 0.98 | 1.24 | 79% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 7.715 | 4.861 | 159% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 790M | 2,127% |
| Annual Yield % from dividends | 1.16 | 1.16 | 100% |
| Returns for 1 year | 9.57 | -1.51 | -635% |
| Returns for 3 years | 21.83 | 4.64 | 470% |
| Returns for 5 years | 9.01 | -27.02 | -33% |
| Returns for 10 years | 76.09 | N/A | - |
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