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MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$40.60
Change+$0.11 (+0.27%)
VolumeN/A
Net Assets299.95M
MVCAX vs SVUIX Comparison Chart in %
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MVCAX vs. SVUIX commentary
Oct 18, 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 Hold and SVUIX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. SVUIX (300M). SVUIX pays higher dividends than MVCAX: SVUIX (3.80) 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 : -9.57 vs. SVUIX (-44.84). MVCAX return over 5 years is better than : 43.72 vs. SVUIX (-44.09).
| 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 | 3.096 | 5.005 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 300M | 5,600% |
| Annual Yield % from dividends | 0.84 | 3.80 | 22% |
| Returns for 1 year | -9.57 | -44.84 | 21% |
| Returns for 3 years | 19.51 | -46.15 | -42% |
| Returns for 5 years | 43.72 | -44.09 | -99% |
| Returns for 10 years | 70.17 | -53.16 | -132% |
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