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MVCAX vs TRMIX
MVCAX vs TRMIX Comparison
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MVCAX vs TRMIX Comparison Chart in %
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MVCAX vs. TRMIX commentary
Sep 13, 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 TRMIX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. TRMIX (15.1B). TRMIX pays higher dividends than MVCAX: TRMIX (1.26) vs MVCAX (1.08). MVCAX was incepted earlier than TRMIX: MVCAX (25 years) vs TRMIX (11 years). MVCAX (0.98) is less costly to investors than TRMIX (0.72). TRMIX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than TRMIX: MVCAX (1000) vs TRMIX (500000). TRMIX annual gain was more profitable for investors over the last year : 13.43 vs. MVCAX (5.51). TRMIX return over 5 years is better than : 15.96 vs. MVCAX (15.15).
| MVCAX | TRMIX | MVCAX / TRMIX | |
| Total Expense Ratio | 0.97 | 0.72 | 135% |
| Annual Report Gross Expense Ratio | 0.98 | 0.72 | 136% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 12.903 | 16.838 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 15.1B | 111% |
| Annual Yield % from dividends | 1.08 | 1.26 | 86% |
| Returns for 1 year | 5.51 | 13.43 | 41% |
| Returns for 3 years | 23.61 | 26.82 | 88% |
| Returns for 5 years | 15.15 | 15.96 | 95% |
| Returns for 10 years | 83.46 | 47.14 | 177% |
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