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MVCAX vs TRMCX
MVCAX vs TRMCX Comparison
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MVCAX vs TRMCX Comparison Chart in %
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MVCAX vs. TRMCX 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 TRMCX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. TRMCX (15.8B). TRMCX (1.10) and MVCAX (1.09) have matching dividends . MVCAX was incepted earlier than TRMCX: MVCAX (25 years) vs TRMCX (30 years). MVCAX (0.98) is less costly to investors than TRMCX (0.87). TRMCX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than TRMCX: MVCAX (1000) vs TRMCX (2500). TRMCX annual gain was more profitable for investors over the last year : 23.38 vs. MVCAX (11.71). MVCAX (17.90) and TRMCX (17.45) have equivalent 5 years return.
| MVCAX | TRMCX | MVCAX / TRMCX | |
| Total Expense Ratio | 0.97 | 0.87 | 111% |
| Annual Report Gross Expense Ratio | 0.98 | 0.87 | 113% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 14.699 | 20.143 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 15.8B | 110% |
| Annual Yield % from dividends | 1.09 | 1.10 | 100% |
| Returns for 1 year | 11.71 | 23.38 | 50% |
| Returns for 3 years | 19.96 | 24.20 | 82% |
| Returns for 5 years | 17.90 | 17.45 | 103% |
| Returns for 10 years | 85.46 | 49.60 | 172% |
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