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NCBVX vs VMVAX
NCBVX vs VMVAX Comparison
Open Charts NCBVX vs VMVAX
PGIM Quant Solutions Mid-Cap Val C
Price$20.07
Change-$0.70 (-3.37%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
NCBVX vs VMVAX Comparison Chart
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NCBVX 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 NCBVX is a Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. NCBVX (179M). VMVAX pays higher dividends than NCBVX: VMVAX (2.14) vs NCBVX (1.47). NCBVX was incepted earlier than VMVAX: NCBVX (26 years) vs VMVAX (13 years). NCBVX is a more actively managed with annual turnover of: 70.00 vs. VMVAX (22.00). NCBVX has a lower initial minimum investment than VMVAX: NCBVX (1000) vs VMVAX (3000). NCBVX (15.99) and VMVAX (15.41) have marching annual gain over last year. VMVAX (40.94) and NCBVX (39.25) have equivalent 5 years return.
| NCBVX | VMVAX | NCBVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 14.489 | 14.833 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 32.8B | 1% |
| Annual Yield % from dividends | 1.47 | 2.14 | 69% |
| Returns for 1 year | 15.99 | 15.41 | 104% |
| Returns for 3 years | 16.11 | 14.48 | 111% |
| Returns for 5 years | 39.25 | 40.94 | 96% |
| Returns for 10 years | 24.87 | 89.30 | 28% |