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MVCAX vs NAMAX
MVCAX vs NAMAX Comparison
Open Charts MVCAX vs NAMAX
Columbia Select Mid Cap Value Instl
Price$12.76
Change-$0.77 (-5.69%)
VolumeN/A
Net Assets2.38B
MVCAX vs NAMAX Comparison Chart
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MVCAX vs. NAMAX commentary
Apr 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 MVCAX is a StrongBuy and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. NAMAX (2.39B). NAMAX pays higher dividends than MVCAX: NAMAX (1.04) vs MVCAX (0.90). MVCAX was incepted earlier than NAMAX: MVCAX (24 years) vs NAMAX (23 years). MVCAX (1.00) is less costly to investors than NAMAX (0.90). MVCAX is a more actively managed with annual turnover of: 27.00 vs. NAMAX (15.00). MVCAX has a lower initial minimum investment than NAMAX: MVCAX (1000) vs NAMAX (2000). NAMAX annual gain was more profitable for investors over the last year : -2.35 vs. MVCAX (-4.59). NAMAX (97.64) and MVCAX (96.65) have equivalent 5 years return.
| MVCAX | NAMAX | MVCAX / NAMAX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.00 | 0.90 | 111% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -1.369 | -1.472 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 2.39B | 709% |
| Annual Yield % from dividends | 0.90 | 1.04 | 87% |
| Returns for 1 year | -4.59 | -2.35 | 195% |
| Returns for 3 years | 0.73 | 1.77 | 41% |
| Returns for 5 years | 96.65 | 97.64 | 99% |
| Returns for 10 years | 55.23 | -17.96 | -307% |
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