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MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$37.92
Change-$0.56 (-1.46%)
VolumeN/A
Net Assets299.25M
MVCAX vs SVUIX Comparison Chart
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MVCAX vs. SVUIX commentary
Jun 15, 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 SVUIX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. SVUIX (299M). SVUIX pays higher dividends than MVCAX: SVUIX (3.99) vs MVCAX (0.89). MVCAX was incepted earlier than SVUIX: MVCAX (24 years) vs SVUIX (17 years). MVCAX (1.00) and SVUIX (0.97) have similar cost to investors . MVCAX is a more actively managed with annual turnover of: 27.00 vs. SVUIX (25.00). MVCAX has a lower initial minimum investment than SVUIX: MVCAX (1000) vs SVUIX (2000000). MVCAX annual gain was more profitable for investors over the last year : -4.53 vs. SVUIX (-42.33). MVCAX return over 5 years is better than : 51.98 vs. SVUIX (-40.81).
| MVCAX | SVUIX | MVCAX / SVUIX | |
| Total Expense Ratio | 0.99 | 0.92 | 108% |
| Annual Report Gross Expense Ratio | 1.00 | 0.97 | 103% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -2.086 | -0.207 | 1,005% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 299M | 5,552% |
| Annual Yield % from dividends | 0.89 | 3.99 | 22% |
| Returns for 1 year | -4.53 | -42.33 | 11% |
| Returns for 3 years | 13.00 | -48.82 | -27% |
| Returns for 5 years | 51.98 | -40.81 | -127% |
| Returns for 10 years | 53.51 | -57.76 | -93% |
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