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MVCAX vs NAMAX
MVCAX vs NAMAX Comparison
Open Charts MVCAX vs NAMAX
Columbia Select Mid Cap Value Instl
Price$13.79
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.41B
MVCAX vs NAMAX Comparison Chart in %
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MVCAX vs. NAMAX commentary
Jul 01, 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 Buy and NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. NAMAX (2.41B). NAMAX pays higher dividends than MVCAX: NAMAX (1.02) vs MVCAX (0.89). MVCAX was incepted earlier than NAMAX: MVCAX (24 years) vs NAMAX (24 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 (10.00). 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 : 2.45 vs. MVCAX (-1.50). NAMAX return over 5 years is better than : 70.05 vs. MVCAX (61.51).
| 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 | 24 years | - |
| Gain YTD | 0.359 | 0.631 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 2.41B | 700% |
| Annual Yield % from dividends | 0.89 | 1.02 | 88% |
| Returns for 1 year | -1.50 | 2.45 | -61% |
| Returns for 3 years | 15.22 | 23.74 | 64% |
| Returns for 5 years | 61.51 | 70.05 | 88% |
| Returns for 10 years | 60.25 | -10.45 | -576% |
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