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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. TRTZX (15.8B). TRTZX pays higher dividends than MVCAX: TRTZX (1.85) vs MVCAX (1.16). 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 : 22.79 vs. MVCAX (9.57). TRTZX return over 5 years is better than : 10.32 vs. MVCAX (9.01).
| 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 | 7.715 | 14.831 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 15.8B | 106% |
| Annual Yield % from dividends | 1.16 | 1.85 | 63% |
| Returns for 1 year | 9.57 | 22.79 | 42% |
| Returns for 3 years | 21.83 | 32.73 | 67% |
| Returns for 5 years | 9.01 | 10.32 | 87% |
| Returns for 10 years | 76.09 | N/A | - |
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