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MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$39.80
Change+$0.30 (+0.76%)
VolumeN/A
Net Assets307.44M
MVCAX vs SVUIX Comparison Chart in %
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MVCAX vs. SVUIX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SVUIX (307M). SVUIX pays higher dividends than MVCAX: SVUIX (3.94) vs MVCAX (0.87). 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 : 1.09 vs. SVUIX (-40.28). MVCAX return over 5 years is better than : 60.39 vs. SVUIX (-39.07).
| 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 | 2.934 | 3.216 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 307M | 5,635% |
| Annual Yield % from dividends | 0.87 | 3.94 | 22% |
| Returns for 1 year | 1.09 | -40.28 | -3% |
| Returns for 3 years | 18.70 | -46.56 | -40% |
| Returns for 5 years | 60.39 | -39.07 | -155% |
| Returns for 10 years | 64.61 | -55.14 | -117% |
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