Ad is loading...
MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$9.15
Change-$0.11 (-1.19%)
VolumeN/A
CapitalizationN/A
MVCAX vs SVUIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SVUIX commentary
Dec 18, 2024
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: 17.7B vs. SVUIX (355M). SVUIX pays higher dividends than MVCAX: SVUIX (2.24) vs MVCAX (1.16). MVCAX was incepted earlier than SVUIX: MVCAX (23 years) vs SVUIX (16 years). SVUIX is a more actively managed with annual turnover of: 28.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than SVUIX: MVCAX (1000) vs SVUIX (2000000). SVUIX annual gain was more profitable for investors over the last year : 14.23 vs. MVCAX (7.20). MVCAX return over 5 years is better than : 32.46 vs. SVUIX (-3.40).
| MVCAX | SVUIX | MVCAX / SVUIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 5.872 | 11.995 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 355M | 4,986% |
| Annual Yield % from dividends | 1.16 | 2.24 | 52% |
| Returns for 1 year | 7.20 | 14.23 | 51% |
| Returns for 3 years | 5.74 | -2.55 | -225% |
| Returns for 5 years | 32.46 | -3.40 | -955% |
| Returns for 10 years | 68.25 | -10.45 | -653% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers