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FDVLX vs MVCAX
FDVLX vs MVCAX Comparison
Open Charts FDVLX vs MVCAX
FDVLX vs MVCAX Comparison Chart in %
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FDVLX vs. MVCAX commentary
Jul 07, 2025
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 FDVLX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FDVLX (8.13B). FDVLX pays higher dividends than MVCAX: FDVLX (1.12) vs MVCAX (0.87). FDVLX was incepted earlier than MVCAX: FDVLX (47 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FDVLX (0.81). FDVLX is a more actively managed with annual turnover of: 85.00 vs. MVCAX (27.00). FDVLX has a lower initial minimum investment than MVCAX: FDVLX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 1.09 vs. FDVLX (-3.90). FDVLX return over 5 years is better than : 70.19 vs. MVCAX (60.39).
| FDVLX | MVCAX | FDVLX / MVCAX | |
| Total Expense Ratio | 0.81 | 0.99 | 82% |
| Annual Report Gross Expense Ratio | 0.81 | 1.00 | 81% |
| Fund Existence | 47 years | 24 years | - |
| Gain YTD | 3.529 | 2.934 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.13B | 17.3B | 47% |
| Annual Yield % from dividends | 1.12 | 0.87 | 128% |
| Returns for 1 year | -3.90 | 1.09 | -357% |
| Returns for 3 years | 14.01 | 18.70 | 75% |
| Returns for 5 years | 70.19 | 60.39 | 116% |
| Returns for 10 years | 27.43 | 64.61 | 42% |
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