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MVCAX vs WVMIX
MVCAX vs WVMIX Comparison
Open Charts MVCAX vs WVMIX
MVCAX vs WVMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. WVMIX (1.52M). MVCAX pays higher dividends than WVMIX: MVCAX (1.16) vs WVMIX (1.09). MVCAX was incepted earlier than WVMIX: MVCAX (25 years) vs WVMIX (4 years). WVMIX (9.25) is less costly to investors than MVCAX (0.98). WVMIX is a more actively managed with annual turnover of: 28.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than WVMIX: MVCAX (1000) vs WVMIX (500000). WVMIX annual gain was more profitable for investors over the last year : 21.18 vs. MVCAX (11.48).
| MVCAX | WVMIX | MVCAX / WVMIX | |
| Total Expense Ratio | 0.97 | 0.75 | 129% |
| Annual Report Gross Expense Ratio | 0.98 | 9.25 | 11% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 10.210 | 12.985 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 1.52M | 1,119,895% |
| Annual Yield % from dividends | 1.16 | 1.09 | 106% |
| Returns for 1 year | 11.48 | 21.18 | 54% |
| Returns for 3 years | 17.98 | 41.44 | 43% |
| Returns for 5 years | 17.08 | N/A | - |
| Returns for 10 years | 82.08 | N/A | - |
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