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NCAVX vs VMVAX
NCAVX vs VMVAX Comparison
Open Charts NCAVX vs VMVAX
Nuance Concentrated Value Investor
Price$12.29
Change-$1.06 (-7.94%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
NCAVX vs VMVAX Comparison Chart
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NCAVX vs. VMVAX commentary
Dec 19, 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 NCAVX is a Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. NCAVX (174M). VMVAX pays higher dividends than NCAVX: VMVAX (2.14) vs NCAVX (1.52). NCAVX was incepted earlier than VMVAX: NCAVX (12 years) vs VMVAX (13 years). NCAVX is a more actively managed with annual turnover of: 67.00 vs. VMVAX (22.00). NCAVX has a lower initial minimum investment than VMVAX: NCAVX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 15.41 vs. NCAVX (10.61). VMVAX return over 5 years is better than : 40.94 vs. NCAVX (-9.90).
| NCAVX | VMVAX | NCAVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 8.225 | 14.833 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 32.8B | 1% |
| Annual Yield % from dividends | 1.52 | 2.14 | 71% |
| Returns for 1 year | 10.61 | 15.41 | 69% |
| Returns for 3 years | -13.34 | 14.48 | -92% |
| Returns for 5 years | -9.90 | 40.94 | -24% |
| Returns for 10 years | 1.28 | 89.30 | 1% |
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