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NCBVX vs VMVAX
NCBVX vs VMVAX Comparison
Open Charts NCBVX vs VMVAX
PGIM Quant Solutions Mid-Cap Val C
Price$19.28
Change+$0.12 (+0.63%)
VolumeN/A
Net Assets158.7M
Vanguard Mid-Cap Value Index Admiral
Price$83.17
Change+$0.77 (+0.93%)
VolumeN/A
Net Assets30.85B
NCBVX vs VMVAX Comparison Chart
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NCBVX vs. VMVAX commentary
Apr 02, 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 NCBVX is a Buy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. NCBVX (159M). VMVAX pays higher dividends than NCBVX: VMVAX (2.06) vs NCBVX (1.02). NCBVX was incepted earlier than VMVAX: NCBVX (27 years) vs VMVAX (14 years). NCBVX (2.81) is less costly to investors than VMVAX (0.07). NCBVX is a more actively managed with annual turnover of: 97.00 vs. VMVAX (22.00). NCBVX has a lower initial minimum investment than VMVAX: NCBVX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 2.25 vs. NCBVX (-2.23). NCBVX return over 5 years is better than : 144.95 vs. VMVAX (109.22).
| NCBVX | VMVAX | NCBVX / VMVAX | |
| Total Expense Ratio | 1.95 | 0.07 | 2,786% |
| Annual Report Gross Expense Ratio | 2.81 | 0.07 | 4,014% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | -4.200 | -1.599 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 30.8B | 1% |
| Annual Yield % from dividends | 1.02 | 2.06 | 50% |
| Returns for 1 year | -2.23 | 2.25 | -99% |
| Returns for 3 years | 1.53 | 6.69 | 23% |
| Returns for 5 years | 144.95 | 109.22 | 133% |
| Returns for 10 years | 12.14 | 76.43 | 16% |
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