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MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$37.19
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets292.32M
MVCAX vs SVUIX Comparison Chart
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MVCAX vs. SVUIX commentary
May 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: 16.5B vs. SVUIX (292M). SVUIX pays higher dividends than MVCAX: SVUIX (4.09) vs MVCAX (0.93). 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 : -6.39 vs. SVUIX (-45.37). MVCAX return over 5 years is better than : 58.71 vs. SVUIX (-40.33).
| 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 | -3.325 | -3.553 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 292M | 5,651% |
| Annual Yield % from dividends | 0.93 | 4.09 | 23% |
| Returns for 1 year | -6.39 | -45.37 | 14% |
| Returns for 3 years | 6.17 | -52.82 | -12% |
| Returns for 5 years | 58.71 | -40.33 | -146% |
| Returns for 10 years | 52.08 | -58.34 | -89% |
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