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NCAVX vs VMVAX
NCAVX vs VMVAX Comparison
Open Charts NCAVX vs VMVAX
Nuance Concentrated Value Investor
Price$12.88
Change+$0.04 (+0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
NCAVX vs VMVAX Comparison Chart
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NCAVX vs. VMVAX commentary
Nov 18, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. NCAVX (172M). 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 : 27.09 vs. NCAVX (14.68). VMVAX return over 5 years is better than : 47.45 vs. NCAVX (-10.29).
| 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 | 4.415 | 17.355 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 30.9B | 1% |
| Annual Yield % from dividends | 1.52 | 2.14 | 71% |
| Returns for 1 year | 14.68 | 27.09 | 54% |
| Returns for 3 years | -17.53 | 13.54 | -129% |
| Returns for 5 years | -10.29 | 47.45 | -22% |
| Returns for 10 years | -3.31 | 96.84 | -3% |