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MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$35.92
Change+$0.54 (+1.53%)
VolumeN/A
Net Assets281.11M
MVCAX vs SVUIX Comparison Chart
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MVCAX vs. SVUIX commentary
Apr 25, 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: 15.8B vs. SVUIX (281M). SVUIX pays higher dividends than MVCAX: SVUIX (4.01) vs MVCAX (0.90). 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 . SVUIX (28.00) and MVCAX (27.00) have comparable annual turnover. 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 : -8.95 vs. SVUIX (-46.72). MVCAX return over 5 years is better than : 59.24 vs. SVUIX (-39.97).
| 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 | -8.149 | -8.247 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 281M | 5,623% |
| Annual Yield % from dividends | 0.90 | 4.01 | 22% |
| Returns for 1 year | -8.95 | -46.72 | 19% |
| Returns for 3 years | -4.00 | -56.93 | 7% |
| Returns for 5 years | 59.24 | -39.97 | -148% |
| Returns for 10 years | 45.33 | -60.55 | -75% |
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