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FIUSX vs MVCAX
FIUSX vs MVCAX Comparison
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FIUSX vs MVCAX Comparison Chart in %
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FIUSX vs. MVCAX commentary
Feb 15, 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 FIUSX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. FIUSX (561M). MVCAX pays higher dividends than FIUSX: MVCAX (1.20) vs FIUSX (0.63). FIUSX was incepted earlier than MVCAX: FIUSX (34 years) vs MVCAX (24 years). FIUSX (1.20) is less costly to investors than MVCAX (0.98). MVCAX is a more actively managed with annual turnover of: 24.00 vs. FIUSX (18.00). FIUSX (6%) and MVCAX (6%) have equivalent initial investment costs. FIUSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FIUSX annual gain was more profitable for investors over the last year : 11.79 vs. MVCAX (5.84). MVCAX return over 5 years is better than : 25.03 vs. FIUSX (21.86).
| FIUSX | MVCAX | FIUSX / MVCAX | |
| Total Expense Ratio | 1.11 | 0.97 | 114% |
| Annual Report Gross Expense Ratio | 1.20 | 0.98 | 122% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 11.639 | 8.214 | 142% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 17.5B | 3% |
| Annual Yield % from dividends | 0.63 | 1.20 | 53% |
| Returns for 1 year | 11.79 | 5.84 | 202% |
| Returns for 3 years | 17.87 | 14.84 | 120% |
| Returns for 5 years | 21.86 | 25.03 | 87% |
| Returns for 10 years | 19.14 | 106.56 | 18% |
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