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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
Jul 14, 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 TRMIX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. TRMIX (15.9B). TRMIX pays higher dividends than MVCAX: TRMIX (1.26) vs MVCAX (1.11). 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 : 21.99 vs. MVCAX (9.45). MVCAX (17.60) and TRMIX (17.49) have equivalent 5 years return.
| 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 | 13.136 | 19.582 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 15.9B | 108% |
| Annual Yield % from dividends | 1.11 | 1.26 | 88% |
| Returns for 1 year | 9.45 | 21.99 | 43% |
| Returns for 3 years | 20.06 | 27.28 | 74% |
| Returns for 5 years | 17.60 | 17.49 | 101% |
| Returns for 10 years | 82.57 | 48.76 | 169% |
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