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MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$4.68
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets303.77M
MVCAX vs SVUIX Comparison Chart
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MVCAX vs. SVUIX commentary
Apr 04, 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 StrongBuy and SVUIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. SVUIX (304M). 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 : -4.59 vs. SVUIX (-43.50). MVCAX return over 5 years is better than : 96.65 vs. SVUIX (-19.90).
| 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 | -1.369 | -2.905 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 304M | 5,559% |
| Annual Yield % from dividends | 0.90 | 4.01 | 22% |
| Returns for 1 year | -4.59 | -43.50 | 11% |
| Returns for 3 years | 0.73 | -51.28 | -1% |
| Returns for 5 years | 96.65 | -19.90 | -486% |
| Returns for 10 years | 55.23 | -53.98 | -102% |
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