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MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$41.12
Change+$0.52 (+1.28%)
VolumeN/A
Net Assets304.84M
MVCAX vs SVUIX Comparison Chart in %
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MVCAX vs. SVUIX commentary
Sep 05, 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: 17.2B vs. SVUIX (305M). SVUIX pays higher dividends than MVCAX: SVUIX (3.81) vs MVCAX (0.84). 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 : -4.10 vs. SVUIX (-41.52). MVCAX return over 5 years is better than : 50.50 vs. SVUIX (-42.82).
| 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 | 4.465 | 5.290 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 305M | 5,639% |
| Annual Yield % from dividends | 0.84 | 3.81 | 22% |
| Returns for 1 year | -4.10 | -41.52 | 10% |
| Returns for 3 years | 16.61 | -46.79 | -35% |
| Returns for 5 years | 50.50 | -42.82 | -118% |
| Returns for 10 years | 77.99 | -50.98 | -153% |
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