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NCAVX vs VMVAX
NCAVX vs VMVAX Comparison
Open Charts NCAVX vs VMVAX
Nuance Concentrated Value Investor
Price$12.45
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets134.48M
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
NCAVX vs VMVAX Comparison Chart
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NCAVX vs. VMVAX 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 NCAVX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. NCAVX (134M). 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 : 17.93 vs. NCAVX (3.27). VMVAX return over 5 years is better than : 38.32 vs. NCAVX (-11.78).
| 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 | 0.728 | 2.745 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 30.1B | 0% |
| Annual Yield % from dividends | 1.52 | 2.14 | 71% |
| Returns for 1 year | 3.27 | 17.93 | 18% |
| Returns for 3 years | -7.92 | 11.64 | -68% |
| Returns for 5 years | -11.78 | 38.32 | -31% |
| Returns for 10 years | 6.76 | 93.65 | 7% |
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