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MVCAX vs TRTZX
MVCAX vs TRTZX Comparison
Open Charts MVCAX vs TRTZX
MVCAX vs TRTZX Comparison Chart in %
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MVCAX vs. TRTZX 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 TRTZX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. TRTZX (15.9B). TRTZX pays higher dividends than MVCAX: TRTZX (1.77) vs MVCAX (1.11). MVCAX was incepted earlier than TRTZX: MVCAX (25 years) vs TRTZX (6 years). MVCAX (0.98) is less costly to investors than TRTZX (0.70). TRTZX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (24.00). TRTZX has a lower initial minimum investment than MVCAX: TRTZX (0) vs MVCAX (1000). TRTZX annual gain was more profitable for investors over the last year : 22.86 vs. MVCAX (9.45). TRTZX return over 5 years is better than : 21.58 vs. MVCAX (17.60).
| MVCAX | TRTZX | MVCAX / TRTZX | |
| Total Expense Ratio | 0.97 | 0.06 | 1,617% |
| Annual Report Gross Expense Ratio | 0.98 | 0.70 | 140% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 13.136 | 20.012 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 15.9B | 108% |
| Annual Yield % from dividends | 1.11 | 1.77 | 63% |
| Returns for 1 year | 9.45 | 22.86 | 41% |
| Returns for 3 years | 20.06 | 29.94 | 67% |
| Returns for 5 years | 17.60 | 21.58 | 82% |
| Returns for 10 years | 82.57 | N/A | - |
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