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MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$4.79
Change-$0.09 (-1.84%)
VolumeN/A
Net Assets315.75M
MVCAX vs SVUIX Comparison Chart
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MVCAX vs. SVUIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. SVUIX (316M). SVUIX pays higher dividends than MVCAX: SVUIX (2.24) vs MVCAX (1.16). MVCAX was incepted earlier than SVUIX: MVCAX (24 years) vs SVUIX (17 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). MVCAX annual gain was more profitable for investors over the last year : 1.20 vs. SVUIX (-39.94). MVCAX return over 5 years is better than : 28.23 vs. SVUIX (-47.84).
| MVCAX | SVUIX | MVCAX / SVUIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 0.391 | -0.622 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 316M | 5,506% |
| Annual Yield % from dividends | 1.16 | 2.24 | 52% |
| Returns for 1 year | 1.20 | -39.94 | -3% |
| Returns for 3 years | 3.99 | -47.81 | -8% |
| Returns for 5 years | 28.23 | -47.84 | -59% |
| Returns for 10 years | 60.23 | -52.49 | -115% |
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