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MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$4.90
Change+$0.01 (+0.20%)
VolumeN/A
Net Assets330.85M
MVCAX vs SVUIX Comparison Chart
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MVCAX vs. SVUIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. SVUIX (331M). SVUIX pays higher dividends than MVCAX: SVUIX (2.24) vs MVCAX (1.16). MVCAX was incepted earlier than SVUIX: MVCAX (23 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 : 9.50 vs. SVUIX (-35.61). MVCAX return over 5 years is better than : 30.79 vs. SVUIX (-47.21).
| MVCAX | SVUIX | MVCAX / SVUIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 2.966 | 1.660 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 331M | 5,317% |
| Annual Yield % from dividends | 1.16 | 2.24 | 52% |
| Returns for 1 year | 9.50 | -35.61 | -27% |
| Returns for 3 years | 2.65 | -47.96 | -6% |
| Returns for 5 years | 30.79 | -47.21 | -65% |
| Returns for 10 years | 74.34 | -48.37 | -154% |
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