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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
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 TRMIX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. TRMIX (15.8B). TRMIX pays higher dividends than MVCAX: TRMIX (1.26) vs MVCAX (1.09). 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 : 23.55 vs. MVCAX (11.71). TRMIX (18.17) and MVCAX (17.90) 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 | 14.699 | 20.237 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 15.8B | 110% |
| Annual Yield % from dividends | 1.09 | 1.26 | 87% |
| Returns for 1 year | 11.71 | 23.55 | 50% |
| Returns for 3 years | 19.96 | 24.64 | 81% |
| Returns for 5 years | 17.90 | 18.17 | 99% |
| Returns for 10 years | 85.46 | 51.21 | 167% |
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