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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
Dec 04, 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 FIUSX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. FIUSX (524M). MVCAX pays higher dividends than FIUSX: MVCAX (0.83) vs FIUSX (0.70). FIUSX was incepted earlier than MVCAX: FIUSX (33 years) vs MVCAX (24 years). FIUSX (1.19) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. FIUSX (17.00). 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 : -5.65 vs. MVCAX (-10.42). MVCAX (34.05) and FIUSX (33.86) have equivalent 5 years return.
| FIUSX | MVCAX | FIUSX / MVCAX | |
| Total Expense Ratio | 1.11 | 0.99 | 112% |
| Annual Report Gross Expense Ratio | 1.19 | 1.00 | 119% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 12.473 | 5.280 | 236% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 17B | 3% |
| Annual Yield % from dividends | 0.70 | 0.83 | 84% |
| Returns for 1 year | -5.65 | -10.42 | 54% |
| Returns for 3 years | 10.65 | 10.29 | 104% |
| Returns for 5 years | 33.86 | 34.05 | 99% |
| Returns for 10 years | -3.83 | 72.82 | -5% |
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