Interact to see
Advertisement
Advertisement
MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$39.73
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets289.47M
MVCAX vs SVUIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SVUIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. SVUIX (289M). SVUIX pays higher dividends than MVCAX: SVUIX (3.83) vs MVCAX (0.85). 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 : -10.74 vs. SVUIX (-46.05). MVCAX return over 5 years is better than : 32.02 vs. SVUIX (-49.49).
| 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 | 1.825 | 2.827 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 289M | 5,675% |
| Annual Yield % from dividends | 0.85 | 3.83 | 22% |
| Returns for 1 year | -10.74 | -46.05 | 23% |
| Returns for 3 years | 9.71 | -51.31 | -19% |
| Returns for 5 years | 32.02 | -49.49 | -65% |
| Returns for 10 years | 66.32 | -53.80 | -123% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers