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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
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 TRTZX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. TRTZX (15.8B). TRTZX pays higher dividends than MVCAX: TRTZX (1.77) vs MVCAX (1.09). 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 : 24.44 vs. MVCAX (11.71). TRTZX return over 5 years is better than : 22.30 vs. MVCAX (17.90).
| 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 | 14.699 | 20.726 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 15.8B | 110% |
| Annual Yield % from dividends | 1.09 | 1.77 | 62% |
| Returns for 1 year | 11.71 | 24.44 | 48% |
| Returns for 3 years | 19.96 | 27.28 | 73% |
| Returns for 5 years | 17.90 | 22.30 | 80% |
| Returns for 10 years | 85.46 | N/A | - |
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