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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 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. TRMIX (15.9B). 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 : 22.68 vs. MVCAX (13.14). TRMIX return over 5 years is better than : 23.13 vs. MVCAX (20.74).
| 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 | 17.692 | 21.422 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 15.9B | 111% |
| Annual Yield % from dividends | 1.09 | 1.26 | 87% |
| Returns for 1 year | 13.14 | 22.68 | 58% |
| Returns for 3 years | 29.68 | 32.75 | 91% |
| Returns for 5 years | 20.74 | 23.13 | 90% |
| Returns for 10 years | 86.14 | 47.94 | 180% |
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